I regret to inform my readers that in recent weeks, my personal market froth indicator has been triggered strongly. Are you puzzled by this statement? Let me explain. Do the Indian equity markets now resemble a mug of beer that has been poured too quickly? Will the froth on top deflate and settle quickly or does it have some staying power? How can one figure out whether the market has something solid and sustainable?
Year-end portfolio rebalancing: Are you on track?
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