Time To Show Patience
Patience is more than a virtue. It is at the core of investment behaviour. When there is first sign of a crisis, […]
Lower for Longer!
April taught us that the RBI’s focus shifted from inflation to growth. While food inflation remained a top concern in 2024, it’s […]
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 shallow rate-cut […]
Liquidity Still Prevails
The result season has been very underwhelming so far. Most bluechip companies that have come out with results have shown muted growth […]
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 tariff episode […]
What You Do Now Counts!
When volatility spikes to unprecedented levels, the markets recoil quickly at the slightest trigger. The trigger for the recent sharp dip in […]
To Invest or Not To Invest?
This question is on top of every investor’s mind. The last time the same question popped up was during the Covid crash. […]
Fixed Income Outlook – April 2025
With one rate cut behind us and another one looming ahead, how can investors leverage fixed income investments in a volatile and […]
Positioning Yourself Right
The end of a financial year is usually a time to take stock. Market volatility was high through the year. We saw […]
The Reset Will Continue
This week, the market witnessed its strongest weekly rally in four years! The prolonged weakness seen from September waned and some green […]
Just Do It
Will my portfolio fall further? How far will it fall? These are the two questions that unfailingly pop up in every bear […]
Thoughtful Investing
Can investors ever be certain about what’s going to happen? Do forecasts or knowledge guarantee certainty? The speculative investor acts from a […]