The recent Strait of Hormuz closure, though brief, signals a potential turning point for global energy. Echoing the 1973 oil embargo, this ...

As the old saying goes: Nothing can be ruled out on the street. Which means that one should be prepared for anything. Now, what is the prob...

Warren Buffett said you only find out who is swimming naked only when the tide goes out. The year he wrote this in his annual letter to sha...

It is probably time to be bullish as an investor. But remember two things. One: Valuations are still not cheap. Two: Because it is over and...

Relative outperformance and absolute performance – and the context in which they happen. These are three things market investors need to un...

Many companies in this space have underperformed the broader market. The underperformance did not happen without reason. Margins were under...

When business updates start to come in or when some FMCG or auto companies indicate that things are not all good in the rural space, we may...

It is probably time to up the bullish quotient. But do keep in mind the fact that the increased costs will impact WPI – which means inflati...

When auto companies do well, it is an indication that the underlying health of the economy is not bad. The reason why we are using the word...

The bulls, who were making a comeback attempt after the US-Iran peace deal, have been hit by the global meltdown in IT services stocks. As ...

Nikhil Kamath shares his reading list, offering insights into his thinking on people, power, and uncertainty. His book choices span governa...

Traders are now fully anticipating a quarter-point interest rate hike from the Federal Reserve by September, a shift driven by renewed infl...

This is the uncomfortable truth about company accounts. A number on a balance sheet is not always cash that will return, and a liability tu...

As the bulls attempt another serious comeback, the market again faces a familiar question: Are valuations still too high, or have they reac...

Bill Miller’s quote highlights how markets often move ahead of news coverage, leaving latecomers exposed to poor timing. The piece explains...

When it comes to banking, remember this: PSU and private banks have different kinds of loan books; at the end of the day, however, both ope...

Bernard Baruch highlights the importance of swift decision-making in markets. The piece explains how preparation enables investors to act q...