Growth versus value stocks: Where to take fresh positions

“In infrastructure, I would look at companies that are able to manage their cash flows better and even a company like Mazagon Dock has amazing cash flow management for what is otherwise a government company. They have net cash on their balance sheet because they get paid in advance. Some of those aspects matter more.”

Enigma: Why is rupee falling even as Sensex surges

The rupee reached a new low against the dollar while the sensex hit new all-time highs. This anomaly occurred as the rupee breached 83.39 for the first time on the day the sensex closed at a new high. The surge in domestic investors and the decoupling of the rupee-dollar from other currency pairs have contributed […]

Desperate retail investors drive India’s options craze

The Securities and Exchange Board of India’s crackdown on social-media influencers peddling advice is a losing battle. Although nine out of 10 individual traders are losing money, retail investors can’t get enough of derivatives. A smartphone-led gamification of investing is complete.