Are Investors Switching At The Wrong Time Again?
February saw an important switch in investment flows. After a long phase of persistently selling Indian equities, Foreign Institutional Investors…
Gold Fever
The latest AMFI data from January reminds us that mutual fund investing remains largely hindsight-driven. Surprisingly, net inflows into Gold…
On Extremes and Resets
Valuation excesses, when they happen without fear or worry, are only waiting to be disrupted. The current year began with…
Sell Right, Buy Right
The sharp swings in the market strongly underline a lack of direction. Investors have been caught off guard too many…
The Quicksilver Crash
The sharp correction in gold and silver happened just when the retail consensus to invest in them was at its…
The FOMO Decisively Shifts
The sharp single-session fall in small-caps and mid-caps raised quite an alarm. Seasoned investors are wondering if this dip will…
Doing More With Less Time: Rebuilding Wealth After 40
At some point in time, all of us feel that we could have done more with our savings. We regret…
When Volatility Strikes Early
Just a week into the new year, and the market is suddenly gripped by fear. The fear pertains to geopolitical…
The 2026 Contrarian Investment Playbook
A new year brings in a fresh set of expectations, ideas, and opportunities. But, as investors, we also carry the…
From Froth To Discipline
2025 still has a week left. The year has hardly been a surprise for those who have seen cycles. Actually,…
Reality Check 2025
As the year slowly draws to a close and the holiday mood sets in over the markets, the mind was…
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…
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