The Hurry Is Our Worry
In years when investors find the market returns unattractive, they tend to save less. They choose to consume more, spend more, and […]
Achieve Scale
In the current financial year, the frequency of global events appears to be significantly higher. Just a few weeks ago, we heaved […]
Daily Habits of People Who Build Wealth Silently
Let me tell you something that no one will tell you: wealth creation isn’t a money game. And I’m sure this invites […]
SMID’s Unstoppable Streak and the Case for a Cautious Pivot to Large Caps
The small and mid-cap (SMID) sector has been on a remarkable journey, delivering exceptional returns that have left many investors wondering if […]
Focus Intensely On What You Need To Do
The RBI’s double delight move definitely caught the market by surprise. Though there were a few voices advocating a 50 bps cut in […]
Fixed Income Outlook – June 2025
This month’s theme is to lower your expectations. Whether you’re an equity, fixed-income, or multi-asset investor – it’s time to reset expectations. […]
Judge Gently!
Second guessing is a favourite pastime of most investors. Whenever you see that a marquee investor or popular fund manager bought a […]
Stick To Safety!
The tariff drama seems to be taking the form of a stock market soap opera. There is no dearth of action, threats, […]
Stagger To Win!
When flows drive the markets, they challenge both professional and proprietary investors. The double engines of active domestic and foreign participation are […]
Time To Show Patience
Patience is more than a virtue. It is at the core of investment behaviour. When there is first sign of a crisis, […]
Lower for Longer!
April taught us that the RBI’s focus shifted from inflation to growth. While food inflation remained a top concern in 2024, it’s […]
Fixed Income Outlook – May 2025
In the last month, a lot has changed for fixed-income investors. Before the RBI’s meeting in April, data supported a shallow rate-cut […]