The India Consumption Story
Peter Lynch: An Approach To Picking Winning Stocks How do you find your next winning investment idea? According to legendary investment manager […]
Monetary Policy Committee Meeting | Federal Reserve | 23 March 2023
Background and Decision All eyes were on the Federal Reserve this month as the markets intently anticipated their next move. The markets […]
Multi-Asset Strategy: Build an All Weather Portfolio
What is a Multi-asset strategy? Multi-asset strategy broadly refers to the use of many asset classes to diversify risk in a portfolio. […]
PSU as an Opportunity
PSUs always offer value since the markets discount the fact that Government ownership makes it hard to be nimble at decision making, […]
Silver as an Investment Option
In this blog, we will be talking about silver as an investment option. Uses of Silver First, let’s understand how and where […]
Market Review 2021 – India
In 2021, the Nifty 50 is up nearly 20% and has doubled from March 2020. The RBI has continued with its accommodative […]
US Market Review
2021 continued the strong trend set by 2020. The S&P 500 is up nearly 27% from the beginning of the year and […]
INFRA Saga
Here is the transcript if you would like to read instead: Introduction You’re listening to Redux. Redux is a biweekly podcast show […]
Evergrande – What’s Happening in Chinese Real Estate?
Evergrande Evergrande’s default has been the talk of the town for the past few days. The situation has sparked fears of a […]
The IPO Frenzy
We have seen a slew of IPOs this year as the markets recover from the covid shock. An IPO or Initial Public […]
The Small Talk
Transcript for the podcast if you would like to read instead Harshil: On this episode I sit down with the Fund managers […]
The Commodity Cycle
Cyclical Assets Commodities are cyclical assets. Their performance is very closely linked to the health of the economy. They tend to do […]