2019 is likely to be an eventful year for Indian equities with the upcoming general elections keeping the market busy in the first half. The potential structural challenges facing rural India and unclear role of populist measures in deciding electoral outcomes imply that the post-May narrative will hold the key for a full-year performance.
My Best Pick 2019
The Populism Chimera
Politics will drive markets in the first half, but will the narrative be supportive in the second?
Summer wine and salad
Kishore Singh - January 19, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Every crisis is an opportunity, if you are on the right side of equities
Samir Arora - May 04, 2021
Viraj Mehta trusts the toughness and bounce of a company that has seen many trials
Viraj Mehta - May 04, 2021
Safir Anand spots a mid-sized company with the right chemistry and catalytic circumstances
Safir Anand - May 07, 2021