2023: The Year to Show Conviction
The markets seem to be progressively losing steam. This would show up as weak sentiment, selling pressure, lower volumes on exchanges, and […]
Dealing With Disappointment
When reality fails to meet expectations, disappointment is inevitable. In every corporate’s results season, reality always lags or exceeds expectations. Supposedly, investors […]
Take Your Losses Seriously
After a hugely successful financial year, we tend to get a rather underwhelming year. Most investors either make no returns or moderate […]
Looking Back at 2022-23
A new financial year has begun. It is time to take stock of an eventful year that just ended. Our cautious stance […]
The Times Get Taxing!
Investment decisions can be taken based on tax implications. There is a natural tendency among investors to be drawn to investments where […]
Prepare With Patience
The last week has caused a significant reset in our investing. We are once again worried about how global factors will come […]
Banking on a Collapse
One week is a long time in global banking. Or, so it seems if one goes by the latest inflation and interest […]
Investing in a Slowing Economy
The recent data on India’s economic growth clearly point to a slowing economy. But, confidence metrics like the PMI data show a […]
The Debt Train is About to Depart
The investment universe always creates a setting to invest in a particular asset class. COVID was a setting that enabled an equity […]
The Tea Leaves Begin To Show
The results season ended without much excitement. The markets lost interest in the results season as the Adani group related thoughts dominated […]
Time to Build a Multi-Asset Portfolio
Most investors have been favouring equity for the last 2 years. Recency bias nudges investors to think that equity is the only […]
Life After the Adani Event
The Adani fiasco, once again, tested our systemic preparedness, regulatory response, exchange mechanisms, and most importantly, market resilience. The good news is […]