A friend was in a state of gloom. He was feeling bad that he hadn’t bought those five big winners of 2019. “If I had bought those, I could have returned big.” Hindsight retained its teaching honours. But, there still is a future beyond those five names. So the next…
Contrarian investing is never easy. Especially when you are early. Being early makes you see your investments temporarily lose value. At times, it can be as steep as 15%-20%. Those times will be testing. You hesitate to invest more. You wonder if you are wrong. The temptation to get away…
Regardless of whether markets rose or fell, one set of stocks simply kept rising. And, another set of stocks, which encompassed the broader market simply kept falling. This trend finally seems set to break. When we have extreme overvaluation in one part of the market and significant undervaluation in the…
Every Diwali, as Muhurat trading nears, hope fills our hearts, optimism swells about tomorrow, and a feel-good factor pervades. If you are an Indian investor, this sentiment is universal. In an economy that has grown from weakness to strength, then from strength to weakness, and again back all the way…
The week saw the long best the shorts. After a spell of selling, FII’s turned buyers of Indian equity again. While the reasons behind their change of heart are not clear, only sustained buying by them can turn the trade into a trend. While it will take a few weeks…
In bad markets, one clearly visible tendency is to start thinking in “What if” mode. When returns look below expectations, we want to think that we could have done better. So, we think of what we did not do in the past and wonder if that was the better choice…
Another exciting trading week saw several companies trip and lose significant valuation. This trend has become almost routine. Week after week, we are seeing more companies trip up. Naturally, this has a significant bearing on sentiment. As this almost starts to look like a trend, the negativity is spiking sharply.…
Do you remember when the Internet came and seemed to redefine everything that happened before? Millennials belong to that world. Millennials were raised in the era of technology and social media. They were the first generation who grew up with computers in their homes. Millennials are exceptional in many ways. They…
“The most important key to successful investing can be summed up in just two words – asset allocation.” ~ Michael LeBoeuf Rita knew that she mustn’t put all her eggs in one basket. But, when it came to managing her finances, she preferred to be safe than sorry. Rita’s investments…
Podcast Transcript: Hi – thank you for joining us on Kairos, ithought’s podcast on financial planning. It’s wedding season again and we all know that marriage is a life changing decision. This is Samyuktha and today I’m in conversation with Jayalakshmi and Namratha from our financial planning desk. I thought…
