Searching actively for new ideas in a broadly overvalued market does not mean compromising on our investment principles. Active pursuit of investment opportunities is a constant activity for investors, professionals and individuals alike. There is no escaping that activity. But performing that activity responsibly is the duty of every one…
All About Small Caps Hello, investors! If you’ve been watching India’s stock market, you’ve probably noticed the excitement around small-cap stocks. The recent surge in these stocks has been a wild ride. But what’s behind the buzz? And what does this mean for you? Well, let’s break it down. The…
When it is very easy for companies to raise capital, it is also the best time for investors to take out capital. The excessive liquidity sloshing all over a sector or theme makes it possible to both raise capital as well as release capital. What we are seeing in our…
According to the 2011 Census, there are 21 Lakh people with multiple disabilities and 15 Lakh people with intellectual disabilities. Battling these disabilities calls to the importance of having a health plan. Private health plans can cost a chunk in terms of premiums or might have a minimum cover limit.…
Happy New Year and welcome to our first outlook for 2024! 2023 turned out to be quite the year for multi-asset investing. LiveMint publishes an annual asset allocation quilt containing the top ten asset classes. 2023 was remarkable, in the sense that all asset classes did well. On an…
Expectation setting is a very intrinsic part of investing. Setting our expectations correctly prepares us better to face market volatility. This is all the more crucial when we exit a hugely productive year of investing. The natural tendency would be to expect a similar year after a hugely successful one.…
As we welcome a new year, a fresh outlook is always important. Let’s look at the opportunities and threats in the upcoming year for equity market investors. Union Budget and General Election The Union budget is usually the first major domestic event that we look forward to. The general elections…
What works in one year rarely works in the next. If an asset class performs well for two consecutive years, its capacity to perform well in the third is relatively limited. Only under conditions of euphoria do you see such performances happen. Looking back at 2023, it belonged to small…
In this blog, we look back at what happened in 2023. Higher interest rates define the new macroeconomic regime today. The coming decade will be very different from what we have seen after the GFC. Expanding production capacity helped central banks stabilize the economy and fuel growth through loose monetary…
2023 Highlights – Bank of England The Bank of England has raised interest rates in 4 out of 7 policy meetings this year. Interest rates have remained constant at 5.25% since August 2023. This is in stark contrast to the previous decade. Interest rates were at 0.50% from March 2009,…
FII buying, when done at high velocity, causes a sudden market reset. Sentiment reverses swiftly. The market’s attention shifts to focus intensely on what the FII’s are buying. Selling slows down in the parts of the market seeing FII buying. Buying gathers momentum in FII favourites. Momentum gets induced in…
Fed Policy Until 2023 Over the last few years, the Fed has had to put out many fires caused by its policies. During the pandemic in 2020, the priority was to put money in the hands of people. The paycheck protection program provided financial security at a time when jobs…