The results season has begun on a mixed note. Contrary to the buoyant market mood, the first flush of corporate results are hardly enthusing. The tepid growth in the Q4 numbers and the muted guidance from Nifty companies for the first quarter seem to hardly bother investors much. Every dip…
As investors and individuals, our primary goal is to build enduring wealth—a resource that not only sustains us throughout our lives but also provides a secure inheritance for future generations. Today, the importance of saving and investing is widely acknowledged, evident in the increasing number of investors each year. However,…
When the world’s largest economy struggles to fix her macros, there is bound to be intense anticipation. The world watches out for positive signals from it. We want to get a fair picture of how things are changing, even while looking out for early signs of improvement. We already have…
As the election campaign gains momentum, the stock market starts setting its political expectations. In the current scenario, the guiding factor is the ruling alliance’s targeted number of seats. The market will tend to think of that target as a benchmark even while it recognises that the current representation of…
2024 is the year for fixed income investing. Last month, we talked about the 4 types of investors who need to allocate to fixed income today. The window of opportunity is open, and investors shouldn’t spend too much time contemplating over their choices. The time to act is now. So…
The year that ended was nothing like we expected. It was a year that began on a note of fear and ended on a high of Greed. The year made equity investing look too easy and money flowed into equity from every other asset class. As we put 2023-24 behind…
Navigating the Evolution of Equity Investing in India In the vast landscape of investments, where individuals, companies, and entire nations seek to grow their wealth, the choice of ‘where to invest’ holds paramount importance. Over the years, India has witnessed a remarkable evolution in its approach to investment, particularly in…
Buying the dip is not a fail-safe investment strategy. Especially, if you mindlessly buy every dip into very overvalued parts of the equity market. You will be wrong on multiple counts. You may either be buying too much, or you may be too early. And you may end up buying…
For India, energy security is a story of change. One cannot ignore the significance of reliable and accessible energy sources in a country with an increasing population and an expanding economy. This journey has seen India grapple with dependence on fossil fuels and embrace a future powered by clean and…
The last week saw a distinct change in the market mood. While the smallcap and SME space decisively cracked, the market seemed more willing to sell. This was a marked shift from its earlier mood when selling was out of question. From only thinking of what to buy next, the…
The Nifty is around new highs. But, we are seeing clear signs of weakness in small-caps, micro-caps and SME stocks. When the market mood is so upbeat, with mutual fund assets at all-time highs, SIP mobilization at historic levels, and folio count at the highest ever, one would expect the…
With equity valuations getting richer by the day, how many safe spaces do investors have left to explore? Equity markets are at an unusual place: small & midcap companies are trading at a premium to their large-cap peers. Flows are keeping markets up and every rally erodes the safety that…
