Nobody wants to be under-invested in equity right now. The visibility on the political front changed the market view of many market participants, of both experienced and new entrant genres. The fear is that liquidity will make it even more difficult to invest in the market, and waiting for a…
With the current madness of the IPO market, I am reminded of something I wrote in 2012. Here is that piece. IPO and stock investing are almost synonymous to the investor. Investors view IPOs as the most preferred entry point into the stock market. The reasons are historic. IPOs had…
Welcome to our last outlook for 2023! We have much ground to cover. This month is a wrap-up of looking at regulatory changes, flows, monetary policy and much more. We invite you to join us live to wrap up 2023. Register here to have all your questions answered! Regulatory Changes:…
The week saw IPOs collect Rs. 3.67 Lakh Crores. This clearly signals a euphoric response to IPOs from Indian investors. The investor appetite for equity seems unrelenting even as other asset classes take a back seat. This would mean that companies waiting on the sidelines to IPO will now hasten…
Knowing when to accelerate, decelerate, and pause your investments in equity is very critical for every investor. Investors are always looking to accelerate their investments in equity. In fact, investors want to accelerate their investments when markets are trading at elevated levels. Investors are more willing to invest their money…
Samvat 2079 was a very interesting one in many ways. It saw investor wealth surge significantly. It also saw performance in gold & silver. It saw a resurgence in demand for high-end real estate. Luxury consumption saw its best year in a long time. Such a strong year usually cannot…
“Psychology of Money” by Morgan Housel is a captivating exploration of the intricate relationship between people and money. The book is structured into 19 concise stories, each addressing different aspects of the way people tend to handle their finances. We all have unique experiences with investing – everyone looks at…
When was the last time you bought a fridge? A TV? What about a microwave or a washing machine? Or a mobile phone? Electronics have made their way into our day-to-day lives. And who doesn’t love having technology at their fingertips? All these devices have made our lives more convenient;…
As investors, we all want to be ahead of the cycle. For obvious reasons, this is one of the hardest things to achieve. To be ahead of the curve, we should have a keen sense of where we are now, where we’re going, and what could happen along the way.…
Relief rallies in a falling market can be extremely deceptive. They give us a false sense of confidence. They are sharp, swift and sudden. They take us by surprise and excite us enough to believe in the strength of the market. And, when we begin to believe that these relief…
Wrapping up the last quarter A lot can happen in 3 months, let’s do a quick recap! This is an overview of: Mutual Fund Updates Flows in Mutual Funds Corporate Actions Global Monetary Policy, The Markets Global Headlines, and Tax Mutual Fund Updates Sebi had allowed mutual funds to introduce…
When you sell shares or book profits and are sitting on cash, you want to find ideas within a reasonable time. When the market keeps rising, this becomes a challenge. It becomes increasingly difficult to find ideas where you have the comfort of valuations. While you may find interesting ideas,…
