Politics Returns
The markets have intense spells when politics prevails over everything else in directing sentiment. Closer to every general election, this trend returns […]
FOMO & False Starts
The markets go up too quickly when people are least prepared for it. That setting is perfect for us to get that […]
Time To Shift Out of BAAP Investing
When the Nifty runs up 6.57% in the first month of a financial year, the mood of the market would usually be […]
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 […]