Varun Ghotgalkar

Varun Ghotgalkar is an equity strategist at AXA Investment Managers

Latest from Varun Ghotgalkar

Macroscope | Is a bear market around the corner? Not yet, but some caution and strategic thinking would help

Emerging risks around the world have understandably spooked some investors, though overall markets do not seem to be heading for a sustained downturn yet.

13 Jun 2018 - 10:57PM

Emerging risks around the world have understandably spooked some investors, though overall markets do not seem to be heading for a sustained downturn yet.

Is a bear market around the corner? Not yet, but some caution and strategic thinking would help
Macroscope | Why stock buy-backs continue to drive growth in the US markets

Corporate stock repurchases remain a popular way to return value to shareholders because they are not penalised by taxes, they can send signals about the stock’s value and are not subject to ‘sticky dividends’.

2 May 2018 - 11:06PM

Corporate stock repurchases remain a popular way to return value to shareholders because they are not penalised by taxes, they can send signals about the stock’s value and are not subject to ‘sticky dividends’.

Why stock buy-backs continue to drive growth in the US markets