Think Beyond Tariffs
The tariff trade seems to be heading into its climax. Several countries have concluded their negotiations and reached deals with the US […]
Stress in Retail Loans Emerges as Key Theme in Q1 FY26
Bajaj Finance’s Q1 FY26 earnings are an indicator of what’s happening across India’s retail lending sector: decent growth numbers, but a rising […]
The Investment Balancing Act
When we struggle to find new ideas, hurry to deploy capital, and worry where to invest our money, we know we are […]
Earnings Season Blues: Priced In Or Out?
Clearly, the results season has not begun well. When the index leaders deliver muted to disappointing results, the season’s score board starts […]
Collision Course
The race to deploy capital runs on the turbo fuel of anxiety. Investors who have too much money to deploy are finding […]
The Value Of Time: A Crucial Ingredient In Investing
In our lives, time is the most underappreciated investment ingredient. We underestimate its importance and think that lost time can always be […]
Are We Sitting On A House of Cards?
The second half of 2025 will see sharp swings in company valuations. The reason for this? Supply. Even in the best of […]
Fixed Income Outlook – July 2025
The Curious Case of Fixed Income In 2025 Are you worried about: Then we’ve got just the right thing for you. Tune […]
Be very value centric
The Indian markets are showing tremendous strength right now. This strength is evident in the indices, as they barely correct even for […]
The Hurry Is Our Worry
In years when investors find the market returns unattractive, they tend to save less. They choose to consume more, spend more, and […]
Achieve Scale
In the current financial year, the frequency of global events appears to be significantly higher. Just a few weeks ago, we heaved […]
Daily Habits of People Who Build Wealth Silently
Let me tell you something that no one will tell you: wealth creation isn’t a money game. And I’m sure this invites […]