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Research And Views Archives | Equitymaster
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Archives... Don't Miss Anything, Ever!

Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!














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Will RBI remain Independent?

(Aug 16, 2016)

The choice of next RBI governor could have a crucial impact on India's economic future.

Voiceless in America

(Jul 28, 2016)

Keep out the noise around elections, RBI, GST and the erratic behavior of the government, to focus on what is important.

The morning after the night before.

(Jun 27, 2016)

What's next after the truth about crony capitalism, free markets and globalization is finally out?

Globalisation surrenders to Localisation.

(Jun 24, 2016)

Ajit Dayal on why he thinks Brexit is a big move towards a long awaited shift in our modern society.

Raghupati Rajan Raja Ram

(Jun 20, 2016)

Big wins and losses in elections have seen the markets boom and crash. Should there be a similar reaction to Dr Rajan's exit as well?

Why two-eyed Rajan is King!

(May 9, 2016)

The reason Governor Rajan is an outcast amongst the community of central bankers.

Thank You For Supporting Our 20-Year Effort!

(Apr 22, 2016)

A message from Ajit on Equitymaster's 20th Anniversary...

Investing is linked to Politics

(Apr 2, 2016)

Apart from the managements of companies, investors cannot afford to ignore these larger social and economic aspects that impact businesses.

Why RBI may cut interest rates by 1%

(Mar 28, 2016)

Whether RBI governor Rajan could take investors by surprise in what is possibly his last Monetary Policy.

Why Modi must not fail

(Feb 15, 2016)

Voters cannot afford to be as fickle and easily fooled as the fund managers entrusted to look after the savings of millions.

Is your fund manager stupid?

(Feb 12, 2016)

How retail investors are often deliberately misled by fund managers...

Break-Out India

(Jan 28, 2016)

What apart from reforms can help India break out of the 6.5% GDP growth stage?

The Bull laid Bare

(Jan 22, 2016)

Why the sharp correction in Indian stock markets was long overdue...

The Fed has its empty say

(Dec 18, 2015)

Will the Fed rate hike have any meaningful impact on the real economy of the US and rest of the world?

Oh, shoots!

(Dec 11, 2015)

New Year projections for the stock market are round the corner. Why should you stay away from them...

Racism: Judging a book by its cover

(Dec 7, 2015)

Do we recognise that Indians are also guilty of racism?

Mark Zuckerberg inspires Indians to write to their children

(Dec 3, 2015)

The letter a typical Indian industrialist family is writing to their children.

The Charge of the Light Brigade

(Nov 30, 2015)

Ajit Dayal cautions retail investors against rosy projections by Dream Merchants.

Four Words that can Trigger a Four-Letter Word

(Nov 20, 2015)

What to expect from the US Fed's December meeting and the impact it could have on markets...

Apologies for my silence

(Nov 18, 2015)

Ajit Dayal explains the reasons for his silence since BJP's election victory and lays out the two choices for the government.


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