Rigour and Regimen
Podcast Transcript: We attribute investment success to many things. Most of these attributes tend to be external factors. The easy list […]
The Crossroads Are Here
The sharp comeback in pharma stocks, the buyback announcement by TCS, and the sustained weakness in midcaps send out clear signals. The […]
At The Crossroads
Podcast Transcript: When markets are overvalued, what should an investor do? Should we buy overvalued stocks which we really like? Or, should […]
Think Ahead
While the markets were focused on equities, yields on the 10-Year gilt quietly rose to cross 8% again. With other asset classes […]
Anchoring Bias
Podcast Transcript: My stance on mid-cap funds has been bearish in a while. After the dream run between 2013 and 2017, I […]
RBI Monetary Policy, June 2018
Monetary Policy: As the macroeconomic outlook becomes less transparent the monetary policy committee has only become more steadfast in its neutral stance. […]
Play It Safe
“Large caps look inexpensive compared to small and midcaps.” A value investing peer said this in a rather complaining tone. To investors […]
The Winner Takes It All
Participation in equity markets is viewed as a secular trend. Being invested is not the same thing as being invested in the […]
Revisit Your Math
Rising oil is something nobody has factored into their investment calculus. So, there will be a need to rewrite the whole math. […]