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Focus Intensely On What You Need To Do
The RBI’s double delight move definitely caught the market by surprise. Though there were a few voices advocating a 50…
Fixed Income Outlook – June 2025
This month’s theme is to lower your expectations. Whether you’re an equity, fixed-income, or multi-asset investor – it’s time to…
Judge Gently!
Second guessing is a favourite pastime of most investors. Whenever you see that a marquee investor or popular fund manager…
Stick To Safety!
The tariff drama seems to be taking the form of a stock market soap opera. There is no dearth of…
Stagger To Win!
When flows drive the markets, they challenge both professional and proprietary investors. The double engines of active domestic and foreign…
Time To Show Patience
Patience is more than a virtue. It is at the core of investment behaviour. When there is first sign of…
Lower for Longer!
April taught us that the RBI’s focus shifted from inflation to growth. While food inflation remained a top concern in…
Fixed Income Outlook – May 2025
In the last month, a lot has changed for fixed-income investors. Before the RBI’s meeting in April, data supported a…
Liquidity Still Prevails
The result season has been very underwhelming so far. Most bluechip companies that have come out with results have shown…
Has a Top Down Trade Begun?
Sentiment has a peculiar way of changing direction under the impact of flows. The weak sentiment we saw after the…
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