Focusing on Inflation May Miss the Bigger Risk
Being overly focused on inflation concerns may miss issues around financial stability that have a greater likelihood of affecting markets
March 11, 2021
“This is 3-4x bigger than the 2008 crisis”
Despite the sharp correction in the Indian market, Sridhar Sivaram, investment director at Enam Holdings, has decided to stay away till volatility peaks out
April 25, 2020
It just doesn’t add up
With economic growth slowing, the stock market might just be staring at more earning downgrades
N Mahalakshmi - August 29, 2019
“Generating alpha is harder without volatility”
Chirag Setalvad says an efficient market can be more challenging than a turbulent one
Kripa Mahalingam - February 07, 2019
Seeking a Safe Haven
As the market tumbles, mutual fund managers recommend pharma, private banks and specialty chemicals to tide over the volatility
Prathamesh Mulye - January 08, 2019
Where the rich are investing
Despite volatility, equity and debt are still the darlings of the ultra rich, but the flavour of the season is clearly alternative investments
Krishna Gopalan - November 14, 2018
Cherry-Picking Fallen Angels — Part 1
Mid-cap stocks have corrected much more than the broad market. Where should you bottom-fish?
Prathamesh Mulye - July 10, 2018
Is investing starting to get difficult again?
If conditions prevailing in the first part of this year persist, asset valuations will very likely have to fall
Ben Inker - May 16, 2018
Fake Gucci Illusion
India needs to take the risk-weighted performance route to eliminate volatility
Mukul Pal - May 20, 2016
One of the better options
Geojit BNP Paribas' Alex K Mathews reviews Sheldon Natenberg's Option Volatility & Pricing
August 14, 2015
