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Energy Sector : Valuation Comfort with increasing potential
Energy is one of the critical elements in the trade negotiations between India and the US. Suppliers around the globe…
The Art Of Holding Right
Most investors have the greatest difficulty letting their investments run for long time durations. There is a tendency to interrupt…
Investment Wisdom from Howard Marks: Why Consistency Beats Brilliance
Most investors chase a dream: the brilliant manager who consistently ranks in the top 5%, crushing the market year after…
Is Your Portfolio Positioned Right?
The ghost of The Big Short returned to make a cameo appearance just after Halloween. The timing could not have…
Is India’s Growth Story Gaining Traction?
1. Government Spending Takes off Recent data shows the central government’s capital expenditure surged nearly 40% year-on-year in H1 of…
This Will Not End Well!
The IPO fever has just begun. At least, that is what the success of the Lenskart IPO seems to be…
Foreign Capital Rotation
China and Gold shine, but India’s domestic engine keeps markets steady Foreign investors have not fled India — they’ve rotated.…
Individuality Counts
What can every investor do if he really wants to think big? He can definitely learn from a seasoned investor…
Flows Are Strong – So Why Aren’t Markets Moving?
Despite elevated domestic inflows (USD 119 billion since March 2024), Indian equity markets have delivered muted returns in recent months.…
The Power of Positioning Lessons From This Samvat
Every samvat teaches us something. This samvat was one of the most interesting ones. It started with the US presidential…
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