Taking a Hard Look At Yields!
2025 was a rough year for fixed-income investors. FD rates plummeted with each rate cut from the RBI, and bond market yields […]
Uncomfortable reset
Indian equities are undergoing a healthy but uncomfortable reset in the broader market even as the headline Nifty 50 index is only […]
The FOMO Decisively Shifts
The sharp single-session fall in small-caps and mid-caps raised quite an alarm. Seasoned investors are wondering if this dip will get bought […]
2025 Auto Retail Data: Key Takeaways for Equity Investors
The Indian automotive sector delivered a solid finish to 2025, with total retail sales reaching 2.81 crore units, representing 7.71% year-over-year growth. […]
Doing More With Less Time: Rebuilding Wealth After 40
At some point in time, all of us feel that we could have done more with our savings. We regret a lot […]
When Volatility Strikes Early
Just a week into the new year, and the market is suddenly gripped by fear. The fear pertains to geopolitical developments and […]
The 2026 Contrarian Investment Playbook
A new year brings in a fresh set of expectations, ideas, and opportunities. But, as investors, we also carry the baggage of […]
Small Caps H1 FY26: Earnings not justifying Premium Valuations
Small caps are the heroes of the post-Covid cycle, massively outperforming large caps over five years. Yet H1 FY26 numbers and current […]
From Froth To Discipline
2025 still has a week left. The year has hardly been a surprise for those who have seen cycles. Actually, it has […]
The Importance of Liquidity in Personal Finance
Any financial institution in the world places very high importance for liquidity. Many of the world’s leading institutions have survived for centuries […]
Reality Check 2025
As the year slowly draws to a close and the holiday mood sets in over the markets, the mind was thinking about […]
Liquidity, Leverage, and Risk
When money goes into the wrong parts of the equity market, and when it flows in great excess to what those themes or […]