The Clash of E-commerce Titans

Posted by: Shrey Kumar Sao on Wed, Mar 18th, 2015

The Indian E-commerce Industry is a hot topic of discussion today. The have brought a paradigm shift in the way India shops. A lot of investors are bullish on its future and have jumped in to have a piece of the pie. There are some who have expressed strong doubt about the sustainability of the business. We try to contrast two big names in terms of their financial strategy. Read more

FII flows and market returns over the last 10 years

Posted by: Uma Shashikant and Labdhi Mehta on Wed, Jan 7th, 2015

FII money is considered to be "hot" and "smart". We look at the last 10 years data to see if it holds true. This blog discusses the record high $25 bn FII inflows to the debt market in 2014 which surpassed the equity market inflows despite a good equity return.  Read more

Nifty's Journey over the Last 10 Years

Posted by: Arti Anand Bhargava on Fri, Jan 2nd, 2015

The sentiment in the Indian equity market is positive. Nifty gained 30% in 2014, breaking through the 8000 mark and creating some records along the way. The sentiment in the market is bullish. This blog tries to put this out-performance into perspective by tracing the journey of Nifty over the last 10 years.  Read more

Worries at 20,000

Posted by: Uma Shashikant on Wed, Sep 22nd, 2010

Amidst the celebration of the new high at the equity markets, I am somewhat worried. For an inveterate optimist who believes there are always good stocks to be found in the Indian markets, the worry is strange but strong.  Here are the four reasons why I have pared down my equity exposure and am unwilling to participate in the "rally". Read more