Timing Isn’t Luck – It’s Conviction
You never know what lies ahead in equity investing. Yet, you need to show confidence in the asset class when others don’t. […]
Are You Buying Or Watching
The turbulence of March would have shaken even the strongest conviction. Clearly, these were the hardest times an investor faced in a […]
Creating Value From Here
When markets correct, investors waiting on the sidelines begin looking for opportunities. The reflex reaction is to buy stocks and funds that […]
The Return of Drawdowns
Making sense of a drawdown is something investors are being forced to do after a very long time. After the brutal Covid […]
Racy Times For Investing
A two week long war has turned the macros of several countries upside down. By blocking a critical shipping route, Iran has […]
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 […]