COVID

Invest before the bull recovers

Invest before the bull recovers

There has been a sharp correction in stock markets over the last 2 months as the NIFTY has corrected over 10% from highs of 18604 hit on 18th October 2021. SENSEX hit a high of 62245 similarly. They are currently around 16800 & 56000 respectively. The rapidly spreading Omicron variant continues to spook investors as …

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beyond covid

Looking beyond COVID

Markets were range bound over the last month as NIFTY & SENSEX consolidated around 18,000 & 60,000 respectively. COVID numbers have also been declining gradually as vaccinations pick up. Liquidity remains strong on the domestic front though we are witnessing some foreign outflows. The markets look over heated at the moment. We have just concluded …

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COVID

COVID rearing its head up- April 2021

Markets remained buoyant as NIFTY & SENSEX were up 71% & 68% in FY 21. This move has largely been driven by liquidity due to strong FII inflows over last few months. Although we are currently witnessing the 2nd wave of COVID with a sharp spurt in cases, mortality rates remain low, partly due to …

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COVID count

COVID count on the rise

Although the Indian economy has gradually opened up over the last couple of months, there has been a constant rise in daily COVID cases with the number now touching 30,000/day in India. This is in contrast to the global scenario which has seen a decrease in numbers over the last month. In addition there has …

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Is COVID-19 changing the dynamics of globalization?

I think we are going towards a new normal post COVID. Already damaged by the financial crash and the US- China trade war, the pandemic has dealt globalization another body-blow. When the world was hit by economic recession in 2008, global trade dipped by almost 10% in 2009 while there was a 3% decline in …

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