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        • IT stocks are in favour for the same reason that consumer staples seem to be out of favour

          Growth predictability arising out of adoption of digital technology has pushed up valuation of software companies  

          Shruti Venkatesh - September 05, 2020
        • How global markets reacted during recent pandemics

          A Covid-induced recession globally and a faltering economy back home could well mean that a secular revival in equities is out of question

          Shruti Venkatesh - March 24, 2020
        • Blame It On Corona

          As markets across the world falter, India's expensive valuation and faltering growth find a convenient scapegoat

          V Keshavdev - March 13, 2020
        • Woes and Worries

          Mutual fund managers have plenty of concerns and fresh bad loans are right on top

          Prathamesh Mulye - September 10, 2019
        • Have technology stocks run-up too far too fast?

          While the NSE IT Index has gone up 20% in the past six months, earnings of IT firms have remained subdued

          August 29, 2018
        • Tracking the stars

          Vinay Paharia puts the diverse and varied lessons from each of his previous associations to good use at the schemes he manages

          V Keshavdev - February 29, 2016

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