Click the link below to read the memo
- “Union Budget FY27”-February 2026
- “Asset Prices: Reality Versus Perception Part II”-December 2025
- “Asset Prices: Reality Vs Perception”-December 2025
- “Relevance in an Artificial Intelligence-Dominated World”-August 2025
- “Musings on Global Developments”–June 2025
- “On Passive Investing”-March 2025
- “State of Markets”- December 2024
- “The Most Expensive Market in the World”-December 2024
- “The Real eState of Markets”-September 2024
- “Why are equity markets still up?” – November 2022
- “Don’t Fight the Fed!”- June 2022
- “Analysis of Union Finance Budget “-February 2022
- “Future Possibilities”-January 2021
- “Being risk-aware”- July 2020
- “The most expensive market in the world.”-January 2020
- “Unconventional Monetary Policy and its certain failure.”-August 2019
- “Bullishness or bearishness is not the point. We aim as much to create wealth, as to preserve it” – June 2019
- “Election results and its implications for investors.”-May 2019
- “Are you searching for a multi-bagger investment?”-February 2019
- “Investment committee /team size”-May 2018
- “Indian equity market: examining the sources of return”– March 2018
- “On Opportunities hidden in plain sight-January 2018
- “Government rescue of banks and its impact”-November 2017
- “Demonetisation, GST, the possibility of demand slowing down, NBFC’s and other issues”-October 2017
- “The Indian equity market & our strategy”-May 2017
- “Are you taking investment advice from the market?”-March 2017
- “Investing lessons from three generations of a family”- December 2016
- “Investing in funds: the possibility of creating an investment edge” Part II-November 2016
- “Investing in funds: the possibility of creating an investment edge”-October 2016
- “Risks in the Indian equity market”-July 2016
- “Risk and return: marriage of convenience?” & “State of markets”- December 2015
- “Investment edge through risk management”-November 2015
For feedback, queries, etc., please email: dineshd@zarainvestmentadvisory.in