Energy Sector : Valuation Comfort with increasing potential
Energy is one of the critical elements in the trade negotiations between India and the US. Suppliers around the globe are looking […]
The Art Of Holding Right
Most investors have the greatest difficulty letting their investments run for long time durations. There is a tendency to interrupt a winning […]
Investment Wisdom from Howard Marks: Why Consistency Beats Brilliance
Most investors chase a dream: the brilliant manager who consistently ranks in the top 5%, crushing the market year after year with […]
Is Your Portfolio Positioned Right?
The ghost of The Big Short returned to make a cameo appearance just after Halloween. The timing could not have been more […]
Is India’s Growth Story Gaining Traction?
1. Government Spending Takes off Recent data shows the central government’s capital expenditure surged nearly 40% year-on-year in H1 of FY26 (April–September) […]
This Will Not End Well!
The IPO fever has just begun. At least, that is what the success of the Lenskart IPO seems to be suggesting. We […]
Foreign Capital Rotation
China and Gold shine, but India’s domestic engine keeps markets steady Foreign investors have not fled India — they’ve rotated. After two […]
Individuality Counts
What can every investor do if he really wants to think big? He can definitely learn from a seasoned investor who has […]
Flows Are Strong – So Why Aren’t Markets Moving?
Despite elevated domestic inflows (USD 119 billion since March 2024), Indian equity markets have delivered muted returns in recent months. This divergence […]
The Power of Positioning Lessons From This Samvat
Every samvat teaches us something. This samvat was one of the most interesting ones. It started with the US presidential polls and […]
Silver Rush
Gold and silver have become the talk of the town. Every investor wants a piece of the precious metal pie. The demand […]
Time to Be Selective
After years of rising tides lifting most boats, investors now face a fundamentally different landscape—one where selectivity, not market beta, will determine […]