The Active-Passive Choice
Investors are always so busy celebrating market highs that they miss the peak out moment. So, most investors tend to wake up […]
Seek Balance
If an asset class is hitting multi-year lows, then we tend to move away from it. On the contrary, when an asset […]
The Need Of The Hour
Opinions are very different from judgements. Investment is a field where we carry both and apply them constantly. Opinions are lighter, presumptive, […]
Managing Conviction
Podcast Transcript How we develop conviction matters. Everybody agrees that the quality of conviction will determine many things- how we translate […]
Debt Markets Work In Cycles Too
In good years, defensive investors have to be content with the KNOWLEDGE that their gains, although perhaps less than maximal, were achieved […]
The Power of Prescience
The power of prescience is not something that is easy to practice in our investing. Knowing something in advance can be unfair […]
Lock into Debt
The purpose of monetary policy is to manage inflation, facilitate growth, and regulate credit in the economy. The RBI’s Monetary Policy Committee […]
Seek Safety
Indices do have their own way of peaking out. Up moves and peak outs are connected. What happens around an up move […]
Debt Note: Minimum Support Prices
Investment Strategy Bond markets may witness volatility over the next few weeks. Debt portfolios could see notional losses because of this. Portfolios […]
Recalibrate Risks
Risks and returns are always meant to be viewed holistically. But, how many of us do that? An interesting incident only reminded us […]
Redo Asset Allocation
At a time when everybody has overdosed on equity, elections are looking imminent, macros are getting challenging, and benchmarks are outperforming portfolios, […]