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ArunaGiri

The author is Founder CEO & Fund Manager, TrustLine Holdings Pvt Ltd

Latest Articles By ArunaGiri

Tantrum Without A Taper! Should We Be Worried On The Rising US Bond Yields?

ArunaGiri

Any abnormal movements in US ten year yield, even those not caused by Fed policy stance, started to leave a severe dent on equity markets because the rising yield brought the fears of 2013 brutal crash.

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Is The Digital Story In IT More Of Just Soundbites? Has the valuation run ahead of fundamentals in the IT space?

ArunaGiri

The only way, one can reconcile is that over time, when economy normalizes post vaccines etc., when the rest of the sectors start doing well, premium valuation will start petering out for IT space.

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Which Way Wind Is Blowing For Economy?

ArunaGiri

Rebound or Resurgence: Unravelling the mystery of the magical turn in growth…

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Is the Govt. smartly using the pandemic as an opportunity to unleash difficult reforms?

ArunaGiri

These difficult reforms in conjunction with the foundation works that were laid in the first term (IBC and GST in particular), have the potential to lift the medium term (2 to 3 years) structural growth rate to above 7%-8% level if executed well. This must come as good news to die-hard India optimists who were slowly drifting into a sense of disillusionment because of series of regressive steps, esp. in year 2019.

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Dollar: Ready For Reversal?

ArunaGiri

Manner of its fall in 2019 matters most for emerging markets

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Road Ahead: Not So Bumpy For Growth!

ArunaGiri

Speed breakers like high inflation and high interest rates have always spelt trouble whenever India’s growth hits closer to double digit. Is that set to change?

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A Tale of Two Tatas!

ArunaGiri

The Star and the Shoddy: Closer look at the two titans of Tata to understand where the future unlocking opportunities may lie in the market

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Crude Reality?

ArunaGiri

Speculative surge with no structural support, yet doesn't fail to fuel end-of-the-world worries for Indian macro!

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It Is Time To Invest, Not To Time the Bottom

ArunaGiri

If MOS is defined as the discount from the intrinsic value of the underlying business, primarily, it comes from the mis-pricing in the markets

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