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…
“Catch them young!”. An evergreen slogan that applies to every aspect of our lives. In investing too, it makes a lot of sense to catch companies when they are very young and to stay the course with them throughout their extended growth phase. To catch a company young, the best…
When the markets stay irrational longer than anyone predicted, it poses a challenge to the investors seeking sanity in the markets. They are at a loss on what to do with existing holdings, where to invest incremental savings, and how to manage asset allocation. Selling one expensive asset class and…
When it comes to investing, we’re all faced with a myriad of choices – real estate, fixed deposits, mutual funds, direct equity, and advice from various sources like friends, relatives, colleagues, and social media financial influencers. Lately, there’s been a buzz about index funds, but is it really the one-stop…
Changing asset allocation is a sure shot way of ensuring risk mitigation in an investor’s portfolio. But if you are already owning a portfolio of equity that you built assiduously, you are posed with a peculiar problem. Should you sell your equity portfolio down as part of your risk mitigation?…
APT TIME FOR MULTI-ASSET STRATEGY 2023 was a rollercoaster ride! Markets rallied, tight monetary policies left many feeling the pinch, while a global slowdown added to the uncertainty. It was a year that kept everyone on their toes and the markets buoyant! A month past the new year, the world…
All investors seem to agree that equity valuations are not to their liking. They would prefer to buy when valuations are cheaper. Yet, they don’t want to stay away and are willing to compromise valuations to participate. More interestingly, they seem to be avoiding debt exactly when it is a…