The bond-buying programs of most central banks continue at a record pace and ECB steps it up as the US and BOE step it down. What does all this mean for global markets and the Nifty going forward?

The Nifty has had a rough week but is far ahead of the curve on this correction than US equities and should start to lead again. 17250 is a key breakout point to watch in the weeks ahead.

The Fear of Inflation is back in the news but what is your inflation narrative. Are we going back to deflation or are we in a structural inflation period of growth plus inflation? And do you really believe stagflation is predictable when it rarely happens in any economy? A bull market in equities is then the only outcome

This is a bull market where every day is a crisis, but one man's crisis is another man's opportunity. The repricing of asset markets is the real bull market, creating wealth for everyone.

The Nifty is falling from an overbought condition near term and broke an important channel. What next?

Nifty keeps going higher pushing technical indicators to a very overbought condition, but should we worry? Asia breaks out and Banks kick in to aid the rally. Economic growth requires continuous stimulus and it is here and coming

This market is far from giving up on the Bullish trend. Punched by everything but holding steady. In fact many sectors are making strong gains while everyone waits for the dollar to confirm its original bear market. Waiting and not believing means missing out on the trends early. But nothing has changed for long term investors

Every day's move in the dollar does not have to correlate with equities. Every day's headline is either a Sentimental reaction or Actual News. Know the difference

Nifty faced a lot of headwinds this week from the Pandemic to the world markets but continues to march ahead albeit slowly

The stock market has hit a hurdle and slowed down because earnings take a hit from the lockdown this quarter. World markets have paused for clarity from the FED on its policy response to the higher inflation data. The next two days will then set the tone for how the relation trade plays out from here.