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
“The most expensive market in the world.”-January 2020
“Unconventional Monetary Policy and its certain failure.”-August 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