Is The Tide Turning?
The prolonged selling pressure on IT stocks, sustained selling in bank stocks, and the monsoon overhang on FMCG and auto stocks combined […]
Investing Through Uncertainty
The Indian market did not participate in the AI and semiconductor stock boom. However, if global markets experience a sharp fall due […]
Are FIIs Right?
Persistent FII selling in Indian equities and a shift in focus to other emerging markets like Korea and Taiwan have created a […]
Invest With Discipline
When an asset class like equity goes through a prolonged time correction and fails to deliver returns, what should an investor do? […]
A Market at Crossroads
Rising bond yields in several markets across the world, a sharp fall after hitting an all-time high in South Korean equity markets, […]
Can things change quickly?
In recent months since the start of the Iran war, bottom-up stock investing has completely outplayed the top-down approach. By focussing on […]
Earn The Right To Win
Value investing works very well when we find companies trading at a significant discount to their intrinsic or fair value. In bull […]
When Markets Rise, Invest Patiently
If you’re underinvested in equity, this market rally must be giving you serious bouts of anxiety. If you sat out the entire […]
Timing Isn’t Luck – It’s Conviction
You never know what lies ahead in equity investing. Yet, you need to show confidence in the asset class when others don’t. […]
Are You Buying Or Watching
The turbulence of March would have shaken even the strongest conviction. Clearly, these were the hardest times an investor faced in a […]
Creating Value From Here
When markets correct, investors waiting on the sidelines begin looking for opportunities. The reflex reaction is to buy stocks and funds that […]
The Return of Drawdowns
Making sense of a drawdown is something investors are being forced to do after a very long time. After the brutal Covid […]