Opportunity In A Correction
Investors who were willing to buy every dip for months together seem to have lost the will to buy last week. “There […]
When Wars Become Routine!
Another war in the Middle East was not in our expectations. We simply thought things may not come to such a pass. […]
Are Investors Switching At The Wrong Time Again?
February saw an important switch in investment flows. After a long phase of persistently selling Indian equities, Foreign Institutional Investors (FII) decisively […]
Gold Fever
The latest AMFI data from January reminds us that mutual fund investing remains largely hindsight-driven. Surprisingly, net inflows into Gold ETFs were […]
On Extremes and Resets
Valuation excesses, when they happen without fear or worry, are only waiting to be disrupted. The current year began with all-round excesses […]
Sell Right, Buy Right
The sharp swings in the market strongly underline a lack of direction. Investors have been caught off guard too many times in […]
The Quicksilver Crash
The sharp correction in gold and silver happened just when the retail consensus to invest in them was at its peak. Every […]
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 […]
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 […]
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 […]