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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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A Law for Companies to build a Reserve

Mar 26, 2020

Ajit Dayal on how corporate India can become responsible capitalists.

Lockdown! Now the Bailout...

Mar 25, 2020

Ajit Dayal on what India should do to manage the coronavirus impact on the economy.

When Value Failed - but Quantum Succeeded

Mar 20, 2020

Ajit Dayal shares his personal asset allocation strategy.

Here Comes the Knock-Out Punch...

Mar 13, 2020

Is it time to be greedy or fearful in this market? Ajit Dayal has the answer...

The Market Gets a Viral Attack

Mar 11, 2020

Ajit Dayal shares his view on the stock market crash and the road ahead.

Majoritarianism, valuations and the coronavirus.

Mar 2, 2020

Coronavirus is not the only epidemic impacting economy and markets. Here are the others.

FDs: Safety. Liquidity. Returns. Risk.

Feb 20, 2020

Ajit Dayal on the safety of fixed deposits.

A Quantum Budget?

Feb 3, 2020

Ajit Dayal on the Union Budget 2020-21.

Saffron Curtain = Hindutva Rate of Growth?

Jan 8, 2020

Will the Indian economy revert to a sub-3% growth rate?

The Lost Decade

Dec 27, 2019

Ajit Dayal explains why 2010 to 2019 was a lost decade for the Indian economy.

Making India Grow Again

Oct 7, 2019

How the Modi government can rekindle animal spirits and revive the Indian economy.

Modi Sweeps the Polls - Now to Unclog the Economy

May 27, 2019

Will the economy take off in Modi 2.0?

Limited Upside, Higher Downside

May 6, 2019

The market's irrational reaction may present opportunities for a limited period of time.

L&T: Should Corporates have a Conscience?

Apr 22, 2019

Ajit Dayal believes L&T is taking a risky path and risking not only the culture established at MindTree but the fragile eco system that could endanger the lives of millions of residents in Mumbai.

Is China the real Pakistan?

Mar 19, 2019

India is stuck in a bad geographical space. The reality of dealing with an active Pakistan, supported by China, will ensure that India will always be short of money to spend on guns, food and development.

Elections Don't Matter!

Mar 13, 2019

Ajit Dayal shows us why from the point of view of the Indian economy, elections don't matter.

Is Your Mutual Fund a Risk To Your Life?

Feb 27, 2019

We all need to be more concerned about the long-term impact of investment decisions made for near-term gains. What can an individual investor do?

Wither the Rupee?

Jan 1, 2019

Ajit Dayal reads the tea leaves for 2019 and deciphers the fate of the Indian rupee.

This Turkey is Alive

Dec 28, 2018

Ajit Dayal describes how the recent events in Turkey and Syria affects you the aam investor.

Home Alone

Dec 26, 2018

Ajit Dayal discusses all the forces that are dragging the market down.


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