When “What Worked” Becomes “What Hurts”: The Gold/Silver Chase Trap
AMFI’s January 2026 mutual fund inflow numbers are a fresh reminder that investor psychology doesn’t change easily: money keeps rushing into whatever […]
Are Investors Switching At The Wrong Time Again?
February saw an important switch in investment flows. After a long phase of persistently selling Indian equities, Foreign Institutional Investors (FII) decisively […]
Gold Fever
The latest AMFI data from January reminds us that mutual fund investing remains largely hindsight-driven. Surprisingly, net inflows into Gold ETFs were […]
On Extremes and Resets
Valuation excesses, when they happen without fear or worry, are only waiting to be disrupted. The current year began with all-round excesses […]
The ₹1 Crore Journey: Large, Mid and Small Caps from 2018 to 2026
The Case Against “Chasing” Small Caps Imagine three investors, each with ₹1 crore to deploy in January 2018 (Peak of small caps […]
Sell Right, Buy Right
The sharp swings in the market strongly underline a lack of direction. Investors have been caught off guard too many times in […]
The Quicksilver Crash
The sharp correction in gold and silver happened just when the retail consensus to invest in them was at its peak. Every […]
Taking a Hard Look At Yields!
2025 was a rough year for fixed-income investors. FD rates plummeted with each rate cut from the RBI, and bond market yields […]
Uncomfortable reset
Indian equities are undergoing a healthy but uncomfortable reset in the broader market even as the headline Nifty 50 index is only […]
The FOMO Decisively Shifts
The sharp single-session fall in small-caps and mid-caps raised quite an alarm. Seasoned investors are wondering if this dip will get bought […]
2025 Auto Retail Data: Key Takeaways for Equity Investors
The Indian automotive sector delivered a solid finish to 2025, with total retail sales reaching 2.81 crore units, representing 7.71% year-over-year growth. […]
Doing More With Less Time: Rebuilding Wealth After 40
At some point in time, all of us feel that we could have done more with our savings. We regret a lot […]