Reset Your Expectations
Managing expectations is as important as managing money. Investors often overly focus on managing money without understanding how to set…
Valuations Are The Driver As Well As The Defence
Overpaying comes at a heavy price. Stocks that helped the Nifty touch its all-time highs could also end up being…
Storm In An IT Cup
Market volatility is set to spike again on the back of adverse global news flows. The news of a sudden…
The Great Divergence
When we look at how FIIs and DIIs are viewing the Indian market now, we get the feeling that both…
Consumption Catalyst
The reliefs given in personal income taxes through the last budget set the stage for reviving domestic consumption. The three…
Timely Growth Tonic
That GDP data would come out with a hugely positive surprise was not in anybody’s economic script. The RBI growth…
Know What Matters Now
There are years when the market does not do much for our portfolio. What we do in those years has…
Think Beyond Tariffs
The tariff trade seems to be heading into its climax. Several countries have concluded their negotiations and reached deals with…
The Investment Balancing Act
When we struggle to find new ideas, hurry to deploy capital, and worry where to invest our money, we know…
Earnings Season Blues: Priced In Or Out?
Clearly, the results season has not begun well. When the index leaders deliver muted to disappointing results, the season’s score…
Collision Course
The race to deploy capital runs on the turbo fuel of anxiety. Investors who have too much money to deploy…
Are We Sitting On A House of Cards?
The second half of 2025 will see sharp swings in company valuations. The reason for this? Supply. Even in the…
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