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Showing posts from December, 2020

From 2020 Moving Into 2021 – Evaluate and Plan

  We started 2020 on a buoyant mood with all good things picking up for the economy by the end of 2019, well elaborated in our article, ”The last day is special, it ends significant confusion.”  published on 31 st December 2019. Indian government brought in an expansionary budget which was well supported by RBI’s policy rate cuts. Not only various engines of growth of the economy started showings signs of revival, stock market rally also spread to wider range of stocks including from midcap and small cap segments, from just being a concentrated rally limited to 12-15 stocks. It was also the time when corona had engulfed the key industrial town of China and its spread started dreading the world. Remember our communication of 16 th February in which we feared it to be a Black Swan event. And in our communication Adversity offers Opportunity on 24 th February we had advised you to keenly look for investment opportunities that this pandemic could offer. Opportunities st...