Chasing Momentum
FII buying, when done at high velocity, causes a sudden market reset. Sentiment reverses swiftly. The market’s attention shifts to focus intensely […]
To Rush or To Wait
Nobody wants to be under-invested in equity right now. The visibility on the political front changed the market view of many market […]
IPO Genesis
With the current madness of the IPO market, I am reminded of something I wrote in 2012. Here is that piece. IPO […]
The IPO Party is On
The week saw IPOs collect Rs. 3.67 Lakh Crores. This clearly signals a euphoric response to IPOs from Indian investors. The investor […]
Running a Marathon
Knowing when to accelerate, decelerate, and pause your investments in equity is very critical for every investor. Investors are always looking to […]
Relying on Robustness
Samvat 2079 was a very interesting one in many ways. It saw investor wealth surge significantly. It also saw performance in gold […]
Deceiving Investors
Relief rallies in a falling market can be extremely deceptive. They give us a false sense of confidence. They are sharp, swift […]
Reinvestment Anxiety
When you sell shares or book profits and are sitting on cash, you want to find ideas within a reasonable time. When […]
Gauging Volatility
A 15% plus spike in the volatility index (called VIX), a sharp bump up, 3%+ in gold, and 5%+ in oil don’t […]
Prepare Now
What is the most important thing an investor must avoid doing now? The answer is actually very simple. An investor must not […]
Laughing All the Way to the Bank
“What’s the hurry to sell even the most expensive smallcap stocks? ” asked a friend. His rationale was simple. Mutual funds are […]
The Valuation Divergence
The divergence in valuations between listed companies and private VC-funded companies in emerging sectors is a telltale sign of what liquidity can […]