Will The Bull Grip Last
All the action of this result season was reserved for the last week. In the early weeks, the bluechips and nifty heavyweights […]
The Race Between Asset Classes: The Winner Changes, Your Strategy Shouldn’t
“Should I invest in stocks or gold?” It’s one of the most common question investors ask. But the answer isn’t about choosing […]
Q1 Earnings Pulse: Reflation, Resilient Demand, and the Margin Conversion Shift
As Q1 corporate earnings season progresses, earnings delivery is following a distinct narrative: demand remains resilient across the economy, but performance is […]
The Opportunity In Irrationality
Respecting valuation is a fundamental behavioural trait in every good investor. Losing sight of valuation discipline in a soaring, frothy market can […]
The ₹8.60 Spread: Where the Grid’s Profit Pool Is Moving
The Constraint Has Moved: For two decades, Indian power was an infrastructure story: build capacity, close the deficit. That trade is done. […]
Turn Inward
Every investor will always be asking questions. These questions will mostly be targeted at others. We tend to show excessive enthusiasm in […]
Mid-Year Financial Checkup: Is Your Financial Plan Still on Track?
As we reach the middle of the year, most of us naturally take a step back and review different aspects of our […]
Evolving Landscape in the Indian Beverage Sector
The Indian Carbonated Soft Drink (CSD) market is undergoing a notable evolution. While the entry of Reliance-backed Campa Cola has heightened sector […]
Free Hit In Value Investing
Equity clearly remains the preferred asset class right now. This has more to do with other asset classes like real estate and […]
Who Moved the Cheese in the Luggage Industry?
If you walked into a luggage store a decade ago, the script was predictable. You’d haggle over a heavy, two-wheeled soft trolley […]
Investing for Your Child: What Most People Get Wrong
Imagine your child comes to you tomorrow and they say “I got into a university abroad” or “I want to take a […]
The Contrarian Edge
Contrarian investing, when done with a strong valuation alignment, can be very powerful even while investing in thematic mutual funds. This is […]