Dear Friends, its been a long and unprecedented time. i hope you are well and continue to be. it is not only unfortunate that mankind lost many to the worst pandemic in our lives but like every obstacle, mankind has done its best to move ahead. not only did we find vaccines, we have become a more connected world and truly one that experienced one of the largest black swan events. while we are still going through its variants, the past two years have taught us a lot. we are more productive than before, technology has embraced every nook and corner and with some degree of optimism we are moving ..read more

Dear Friends, I ma sharing an update I wrote for TimesNow/ETNow in November 2020 https://www.timesnownews.com/business-economy/markets/article/why-india-can-produce-faang-stocks-of-the-future/679470 and one I wrote on 5th February 2021. https://www.timesnownews.com/columns/article/a-collaborative-push/716300 I will be happy to answer your questions and queries on these I will also be writing some updates shortly. Happy investing and happy returns. cheers d- I am not an advisor. Views are personal and are meant for sharing experiences and education ..read more

Dear Friends, its been a long time since I interacted through the blog, though I have continuously interacted on twitter and wherever I spoke at conferences. Much of the lower interaction has been to do with the state of the markets, the run up to elections prior to May which often leads to policy freeze, the lack of an annual budget till July all of which impact both sentiment and corporate action. Much of the corporate sector has been in a no man’s land and there has been a stress in terms of liquidity , eveident most in declining auto sales and credit outflow. To add to that the stress of I ..read more