What’s in store for the Automotive Industry?
The Nifty Auto Index has been lagging the Nifty 50 for the last five years. The five-year return of the Nifty Auto […]
Make Your Dream Vacation Happen
Wanderlust is in the millennial DNA. Everyone has the idea of their dream vacation. Whether at a water villa in the Maldives […]
The Winners’ Formula
Thematic investing is a function of conviction and belief. Conviction grows when you believe in the right space for the right reasons. […]
Show Clarity and Focus
The clear reset in GDP growth expectations by the RBI, the Infosys results disappointment, rising attrition across Indian tech companies, and an […]
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. […]