The Valuation Divergence
The divergence in valuations between listed companies and private VC-funded companies in emerging sectors is a telltale sign of what liquidity can […]
The Trend is Your Friend
The sustained rally in the Sensex over the past 11 trading sessions has surprised market watchers. Despite rising every single day, the […]
Fixed Income Outlook – September 2023
“One must choose in life between boredom and suffering.” ~ Madame de Stael Often, the market is an exciting place for […]
Prepare Yourself
Knowing what to focus on in every market context is important. Investors are prone to focusing on the wrong things and missing […]
Are Return Expectations Stretched?
A casual conversation with a DIY investor was extremely educative. The investor had made returns of 18% by investing from the COVID […]
Stretching Expectations
Even in the best-performing companies’ investors have the tendency to keep extending their expectations. Companies have the habit of giving future guidance. […]
The Smallcap Viral
Where the retail money is going tells you what the markets are thinking. The retail money is largely moving towards smallcap and […]
Stay Grounded
There are times when you must not buy the market. Under such circumstances, even indexing is not advised. But, that does not […]
Should You Exit When Your Fund Manager Leaves?
When a fund manager leaves, investors must revisit the drawing board and decide whether or not they want to stay invested. How […]
Fixed Income Outlook – August 2023
Welcome to this month’s Finesse blog, where we’re studying inflation trends, what the Fed is so worried about, and market expectations around […]
Make No Mistakes
When the market receives news flows from a company, and it does not take a liking to what it hears, then the […]
Recalibrate Expectations
The Nifty, which seemed to be persistently buoyed by FII flows, finally saw the tide drop. The results of top index majors […]