Long & Short of Markets: What could end this bull run? Why are… Déjà vu of 1994? Despite a very strong macro and business cycle, Dalal Street veteran… Read More...
Long & Short of Markets: Raamdeo Agrawal on value migration;… The Indian economy’s journey from $3 trillion to $5 trillion should happen on the… Read More...
Long & Short of the Market: Realty reigns, cyclicals climb and… While the Street is gung-ho on the realty pack, on the back of a cut in stamp duty on… Read More...
Long & Short of Markets: Taper-proof bets; sectoral winners going… As discussion around Fed ‘tapering’ rises, world markets are going into a defensive… Read More...
Long & Short of Markets: Nilesh Shah’s 3-point formula to… One unique thing in this phase of pandemic boom is that the big is becoming bigger… Read More...
Long & Short of Markets: ITC revival, pharma headwinds &… The market rally that began in April 2020 has been largely secular. The strong yet… Read More...
Long & Short of Markets: Happy days for IT cos, investment themes… The buzz on Dalal Street is that IT managements have never been this bullish on… Read More...
Long & Short of Markets: Raamdeo’s take on unicorns; realty… Bulls are in full throttle, but at the same time, a few are turning cautious. On the… Read More...