Investing Through Uncertainty
The Indian market did not participate in the AI and semiconductor stock boom. However, if global markets experience a sharp fall due […]
Are FIIs Right?
Persistent FII selling in Indian equities and a shift in focus to other emerging markets like Korea and Taiwan have created a […]
Invest With Discipline
When an asset class like equity goes through a prolonged time correction and fails to deliver returns, what should an investor do? […]
A Market at Crossroads
Rising bond yields in several markets across the world, a sharp fall after hitting an all-time high in South Korean equity markets, […]
Dumping Tech, Buying Infrastructure: Tracking the FII Pivot in FY 2026
The 12-month FII flow data in FY26 reveals a market where selling has been the dominant theme, with 10 out of 16 […]
Market Is Up. Your Portfolio Isn’t. What’s Really Going On?
When the market goes up, most investors expect their portfolio to go up with it. So, when the index is going up […]
Can things change quickly?
In recent months since the start of the Iran war, bottom-up stock investing has completely outplayed the top-down approach. By focussing on […]
Most investors never ask this about their portfolios
Most investors regularly check their portfolio. They look at returns, track the broader market or Index movements like the Nifty 50, and […]
Still Not Seeing Returns? The Real Problem Isn’t the Market
Many investors assume that weak returns are simply a result of volatile markets. In reality, the bigger issue is often how investments […]
The Indian Consumer: Built for Resilience
While the Middle East conflict and global headwinds create noise, the data indicates that the Indian consumption story is entering this period […]
Earn The Right To Win
Value investing works very well when we find companies trading at a significant discount to their intrinsic or fair value. In bull […]
When Markets Rise, Invest Patiently
If you’re underinvested in equity, this market rally must be giving you serious bouts of anxiety. If you sat out the entire […]