Chasing Momentum
FII buying, when done at high velocity, causes a sudden market reset. Sentiment reverses swiftly. The market’s attention shifts to focus intensely […]
US Monetary Policy Recap 2023
Fed Policy Until 2023 Over the last few years, the Fed has had to put out many fires caused by its policies. […]
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 […]
To Rush or To Wait
Nobody wants to be under-invested in equity right now. The visibility on the political front changed the market view of many market […]
IPO Genesis
With the current madness of the IPO market, I am reminded of something I wrote in 2012. Here is that piece. IPO […]
Fixed Income Outlook | December 2023
Welcome to our last outlook for 2023! We have much ground to cover. This month is a wrap-up of looking at regulatory […]
The IPO Party is On
The week saw IPOs collect Rs. 3.67 Lakh Crores. This clearly signals a euphoric response to IPOs from Indian investors. The investor […]
Running a Marathon
Knowing when to accelerate, decelerate, and pause your investments in equity is very critical for every investor. Investors are always looking to […]
Relying on Robustness
Samvat 2079 was a very interesting one in many ways. It saw investor wealth surge significantly. It also saw performance in gold […]
Favourite takeaways from “The Psychology of Money”
“Psychology of Money” by Morgan Housel is a captivating exploration of the intricate relationship between people and money. The book is structured […]
ESDM: Electronic System Design & Manufacturing
When was the last time you bought a fridge? A TV? What about a microwave or a washing machine? Or a mobile […]
Fixed Income Outlook – November 2023
As investors, we all want to be ahead of the cycle. For obvious reasons, this is one of the hardest things to […]