Reset Your Expectations
Managing expectations is as important as managing money. Investors often overly focus on managing money without understanding how to set their expectations. […]
I started investing in my 40s: Am I screwed?
Most of us don’t take money seriously until we need to. Santhosh certainly did so. When he started working, he had no […]
Valuations Are The Driver As Well As The Defence
Overpaying comes at a heavy price. Stocks that helped the Nifty touch its all-time highs could also end up being the worst […]
Storm In An IT Cup
Market volatility is set to spike again on the back of adverse global news flows. The news of a sudden spike in […]
Power Costs Hit a 20-Year Low
For years, high energy bills have weighed heavily on Indian industry. Now, change is underway. Factories are seeing the cheapest power in […]
Fixed Income Outlook – September 2025
Will debt come back into fashion? Long term yields in most advance economies and even in India have gone up through 2025. […]
5 Ways To Manage Portfolio Risk!
Risk is a fact of investing. Risk always exists and can only be managed well. Look around: while investors define risk in […]
The Great Divergence
When we look at how FIIs and DIIs are viewing the Indian market now, we get the feeling that both are investing […]
Global MNCs Monetizing India: The Strategic Stake Sale Phenomenon
The Indian equity market is witnessing a new trend in recent years – global multinational corporations (MNCs) are increasingly divesting stakes in […]
Nifty 50 Index Changes Really Benefit Passive Investors
The National Stock Exchange (NSE) announced changes to the Nifty 50 index on August 22, 2025. Effective September 30th 2025, InterGlobe Aviation […]
Consumption Catalyst
The reliefs given in personal income taxes through the last budget set the stage for reviving domestic consumption. The three interest rate […]
Credit Growth: Signs of a Slowdown with Selective Bright Spots
India’s banking sector has entered a phase of moderation in credit growth. Despite a steady economic backdrop and government emphasis on infrastructure, […]