Know What Matters Now
There are years when the market does not do much for our portfolio. What we do in those years has a strong […]
India’s Household Savings Puzzle: Low Mortgage Debt, High Consumption Borrowing
Two striking trends are unfolding in India’s household balance sheets. On one hand, net financial savings have plummeted to levels last seen […]
Grappling With Unemployment Fears: Smart Ways To Navigate Challenging Times
TCS’s announcement to layoff 12,000 employees has got every one on edge. After all, TCS is one of India’s largest employers and […]
Think Beyond Tariffs
The tariff trade seems to be heading into its climax. Several countries have concluded their negotiations and reached deals with the US […]
Stress in Retail Loans Emerges as Key Theme in Q1 FY26
Bajaj Finance’s Q1 FY26 earnings are an indicator of what’s happening across India’s retail lending sector: decent growth numbers, but a rising […]
The Investment Balancing Act
When we struggle to find new ideas, hurry to deploy capital, and worry where to invest our money, we know we are […]
Earnings Season Blues: Priced In Or Out?
Clearly, the results season has not begun well. When the index leaders deliver muted to disappointing results, the season’s score board starts […]
Collision Course
The race to deploy capital runs on the turbo fuel of anxiety. Investors who have too much money to deploy are finding […]
The Value Of Time: A Crucial Ingredient In Investing
In our lives, time is the most underappreciated investment ingredient. We underestimate its importance and think that lost time can always be […]
Are We Sitting On A House of Cards?
The second half of 2025 will see sharp swings in company valuations. The reason for this? Supply. Even in the best of […]
Fixed Income Outlook – July 2025
The Curious Case of Fixed Income In 2025 Are you worried about: Then we’ve got just the right thing for you. Tune […]
Be very value centric
The Indian markets are showing tremendous strength right now. This strength is evident in the indices, as they barely correct even for […]