The Wait for Clarity
The results season has begun. The first big one was from the tech major, Infosys. The markets clearly gave a thumbs down. […]
Think Afresh
Investing often follows a routine. We identify ways of turning investing into a set pattern or a routine. Our choosing to invest […]
India goes into Fast Forward Mode
2016-17 was quite an extraordinary financial year. It was spectacularly unpredictable on the macro front. Few would have predicted that the rupee […]
A Different Year Beckons!
Investors in mutual funds turn to one metric when they are confused about what to do? Difficult moments in investment decision making […]
Are macros turning in favour?
The return of the FII’s on the buy side has turned things upside down. Until now, the FIIs were mostly sellers and […]
UPtrend returns!
The markets have hit a new normal. Political capital is no more a worry for the Government. Now, the Modi government can […]
Being Patient Pays
“Investing is not supposed to be easy, and anybody who finds it easy is stupid.” These words of Charlie Munger were highlighted […]
Will the Markets Pause?
Global factors keep returning again and again to haunt our markets. Just when we believed that we are de-coupled from global markets, […]
Focus On A Plan
Most people make investments because they want to. They often ignore & overlook whether they actually need to. Investing works very well […]
Queering The Pitch
There is something about history. It often repeats itself. It has a pattern. Market cycles have a classic repetitive pattern too. Investors […]
Recalibrate Now
There is something about how retail investors measure performance. First, they anchor performance to their own expectations. Secondly, they want their whole […]
Waiting for the Booster shot!
The rate hike in US finally happened. As an event that was long expected and widely speculated, it didn’t carry any surprise […]