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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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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.

Taxpayers to pay salaries of CEOs/CIOs of Mutual Funds

Oct 5, 2018

Ajit Dayal on the crisis in the market and in the mutual fund industry.

Time to call your Balanced Fund Manager - and redeem!

Oct 1, 2018

Ajit Dayal explains how balanced funds have ripped off the aam investor.

Beware the 5th year of the Modi Regime

May 22, 2018

2017 was a great year for the market. You were rewarded for taking excessive risk. But Ajit Dayal believes 2018 will be different. You will be rewarded for doing the opposite. Read on to know more...

Is it Time to Redeem Your Balanced Fund

Mar 5, 2018

Rs 50,000 crore of mis-selling and mis-understanding.

The Big Gamble

Feb 15, 2018

Once you accept the fact that elections are round the corner and that this budget is geared to reach a 40% target, everything makes sense.

The "90/10" Solution for Your Equity Exposure

Jan 25, 2018

Should you have 90% exposure to a Quantum long term fund or to a basket of 8-10 funds?

Suit, Boot ki Sarkaars at Davos?

Jan 22, 2018

Signs of capitalism gone wrong.

Nirvana denied: Has Value Failed?

Jan 13, 2018

Should investors choose growth over value this year?

Resolutions for 2018 - by others

Jan 8, 2018

Ten quirky new year resolutions. Guess by whom?

NASA on Aliens and Bitcoin

Dec 14, 2017

The most hilarious scam that aliens have ever planted on Planet Earth.


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