The Deleveraging may have begun Even as valuations have risen rapidly, investors remain optimistic about the current situation. However, overvaluation and bubbles are attributed to extensive credit and leverage, feeding on each other in a vicious cycle. Unlike in the...
Closer Look at The Financial Sector Risks in India A few years of positive GDP growth and an increase in earnings, along with sustained elevated overvaluation, seem to be a perfect mix to lure investors into forgetting the fundamentals and rational thought processes....
Why IT Makes Sense to Stay Out of This Bubble in Indian Markets While it is indeed hard to stay out of bubbles and remain patient, it sure pays off in the longer run. The most important benefit is that, it preserves your rationale. The market sucks in everyone in its...
PLAYING WITH FIRE THE FIRST LETTER – It’s intriguing how life often weaves connections in unexpected ways. My own journey into the world of finance began during my college years, guided by my father’s warnings about overvalued markets. Little did I...
INVESTMENT PHILOSOPHY – – As an investor in stocks, my weapon of choice is research. I firmly believe that one cannot make sound investment decisions without properly understanding the company’s value. – My journey as an investor – My...
