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 […]
Reality Check 2025
As the year slowly draws to a close and the holiday mood sets in over the markets, the mind was thinking about […]
Liquidity, Leverage, and Risk
When money goes into the wrong parts of the equity market, and when it flows in great excess to what those themes or […]
Silent Stress In Indian Markets
A growing disquiet among bottom-up investors has marked the recent weeks. Interestingly, this is happening at a time when the Nifty 50 […]
Growth Has All The Answers
When markets looked overvalued, investors were concerned about their portfolio valuations. They urgently needed data that provided adequate comfort and allowed them […]
India: From Expensive to Essential?
FIIs have been unimpressed with Indian markets for almost five years. India didn’t feed into the high growth AI themes that dominated […]
The Art Of Holding Right
Most investors have the greatest difficulty letting their investments run for long time durations. There is a tendency to interrupt a winning […]
Is Your Portfolio Positioned Right?
The ghost of The Big Short returned to make a cameo appearance just after Halloween. The timing could not have been more […]
This Will Not End Well!
The IPO fever has just begun. At least, that is what the success of the Lenskart IPO seems to be suggesting. We […]
Individuality Counts
What can every investor do if he really wants to think big? He can definitely learn from a seasoned investor who has […]
The Power of Positioning Lessons From This Samvat
Every samvat teaches us something. This samvat was one of the most interesting ones. It started with the US presidential polls and […]
Silver Rush
Gold and silver have become the talk of the town. Every investor wants a piece of the precious metal pie. The demand […]