Why Thinking Top-down Matters Now?
Is the market showing enough conviction in equity right now? A cursory look at flows will indicate strong domestic conviction in Indian […]
Time to Invert
Will the market hold at current levels? Should we deploy money now or should we wait? Is it too late to chase […]
Where Will The Money Go Now?
The return of the FIIs seems to have just begun. After relentlessly selling Indian equities through the entire year in 2025 and […]
Will The Bull Grip Last
All the action of this result season was reserved for the last week. In the early weeks, the bluechips and nifty heavyweights […]
The Opportunity In Irrationality
Respecting valuation is a fundamental behavioural trait in every good investor. Losing sight of valuation discipline in a soaring, frothy market can […]
Turn Inward
Every investor will always be asking questions. These questions will mostly be targeted at others. We tend to show excessive enthusiasm in […]
Free Hit In Value Investing
Equity clearly remains the preferred asset class right now. This has more to do with other asset classes like real estate and […]
The Contrarian Edge
Contrarian investing, when done with a strong valuation alignment, can be very powerful even while investing in thematic mutual funds. This is […]
Will Results Turn The Tide?
Taking a contrarian position in a theme in the face of adverse public opinion is never going to be easy. When consensus […]
The Opportunity In Fear
When pessimism peaks, nobody wants to stick their neck out. Everybody wants the pessimism to abate so that they can invest with […]
The Revolving Door Of Opportunity
We are affected by the extreme volatility in this year’s top-performing markets. Even when those markets look vulnerable, we are actively considering […]
From Macro Anxieties to Micro Opportunities
The war we dreaded seems to be slowly grinding to an end. The oil we needed is finally moving through the blocked […]