The Return of FIIs
The week saw the return of FIIs as buyers in the equity market. This was completely unexpected. The resulting outcome saw a […]
The Learning Hour
We anticipated that there would be a need to reset expectations. This result season clearly seems to be confirming our fears. Several […]
Resetting Expectations
Result season has begun on a note of disappointment. The reasons are more related to the market’s expectations. In a volatile economic […]
Planning for Abroad Education!
Here is the transcript if you would like to read it instead: Jaya: Welcome back to our monthly podcast – The spirit […]
Turning Volatility into a Friend
Turning market volatility into a friend requires conviction. When markets lose confidence, it translates into selling stocks without bothering about intrinsic value. […]
Twin Worries Return
The twin deficit problem is not new to India. Whenever we had adverse forex flows, very high crude prices, falling exports or […]
The Game of Flows
Are our markets now completely in sync with global markets? Or are we seeing FII selling even though global markets are showing […]
Multi-Asset Strategy: Build an All Weather Portfolio
What is a Multi-asset strategy? Multi-asset strategy broadly refers to the use of many asset classes to diversify risk in a portfolio. […]
Rising Interest Rates, Inflation & Your Money
What is inflation? Inflation represents how much more expensive the goods and/or services have become over a specified period. It is a […]
Sentiment Slumps
The markets fell without much relief throughout the week. The selling was persistent, ending the week on a very difficult note. Sales […]
Impact of Inflation on Financial Goals and Money
Here is the transcript if you would like to read it instead: Jaya: Hello all – Welcome back to Kairos – The […]
Reality Dawns
Preparation for rapid change in macroeconomic conditions is an intrinsic part of investing. Every investor must always stay reasonably prepared for big […]