When Growth Slows
The RBI has corrected its estimate of India’s GDP for the current financial year downward. The inflation forecast has been revised upward. […]
Financial Planning – An Investment or Expense?
Transcript, if you would like to read instead Jaya: Welcome back to our podcast – The spirit of Kairos is to talk […]
Beyond the Predictable
Every year, when you look back to see what performed, the most striking feature of the market is its unpredictability. The markets […]
What is Value?
Investors who are closely adhering to the principles of value will always seek where they can find value. This search for value […]
Beyond the Relief Rally
The markets are expressing relief after the Chinese central bank and the Federal reserve indicated their approach. The fact that there could […]
Are Your Investments Aligned To Your Goals?
Here is the transcript if you would like to read it instead: Namratha: Welcome back to Kairos, a podcast on financial planning […]
Making Allocations Count
The choices investors make are mostly voluntary. Investors always take easy choices and pick options that look better from a recency point […]
Falling Out of Favour
In every market context, you will always see some themes fall out of favour. This usually happens after a wave of euphoria. […]
Test of Temperament
The panic around Russia’s war on Ukraine was swift and sharp. But, the panic also appears to be short-lived. The markets seemed […]
Are We Going To War?
The prospect of a war is new to millennial investors. The last century had multiple wars that shook stock markets. These wars […]
Budget FY 2022 – Highlights
FM Nirmala Sitharaman presented the much-awaited Budget, providing an impetus for growth. Budget 2022 reiterates the fact that the Indian economy is […]
The Reset Returns
US Monthly inflation at 7.5%; Crude at $95; Soaring food prices; Gold at $1860; and US 30YR yield at 2.2% – The […]