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 […]
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. […]