Dealing with Valuations
Podcast Transcript When we find valuations at extremes, it usually is at the most difficult time. We struggle to decide how to […]
Redux Hour Returns
Stock picking takes far more mind space, time, and effort in every investor’s life. The time dedicated to stock picking far exceeds […]
What Next?
Podcast Transcript: Events are flowing thick and fast. Let us look at macros first. A falling rupee. Rising oil. Spiking prospects of […]
Be Defensive, Stay Contrarian
The genesis for the current meltdown in Indian markets must be understood well and remembered for a long time to come. Interestingly, […]
Making SIPs Work
Podcast Transcript: When markets reach all time highs we are always told SIPs are the best way to invest in equity. […]
Global Debt Market Outlook: June ’18
Investment Strategy Uncertainty often induces fear in financial markets. Developments in the local and global economy leave room for rate hikes. If […]
Stay Ahead of the Cycle
Market cycles tend to constantly throw challenges at investors. When markets are at cyclical highs, it is extremely difficult to sell and […]
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 […]