Although I was working for a bank from 2006 I started my career as a wealth manager in 2009. I remember my early days as Wealth manager UPA came to power and Nifty hit upper circuit.During my stint at the bank wealth mgmt from 2009 to 2014 most of the clients were very scared to […]

2 yrs back in June 2022 when Nifty was at 15000 odd levels everyone was talking about macros and today no one is talking about it. I thought of wearing the macro lens and try to understand economic cycles from Keynesian lens and see where India stands today. There are 4 phase in an Economic […]

5 yrs after writing a bullish post calling for a big broad based upmove I want to now play the devil’s advocate by creating a counter narrative to the prevailing narrative across sectors. Please note this is not my market view, I am playing the devil’s advocate here. What markets will do will probably lie […]