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…
Silent Stress In Indian Markets
A growing disquiet among bottom-up investors has marked the recent weeks. Interestingly, this is happening at a time when the…
Growth Has All The Answers
When markets looked overvalued, investors were concerned about their portfolio valuations. They urgently needed data that provided adequate comfort and…
India: From Expensive to Essential?
FIIs have been unimpressed with Indian markets for almost five years. India didn’t feed into the high growth AI themes…
The Art Of Holding Right
Most investors have the greatest difficulty letting their investments run for long time durations. There is a tendency to interrupt…
Is Your Portfolio Positioned Right?
The ghost of The Big Short returned to make a cameo appearance just after Halloween. The timing could not have…
This Will Not End Well!
The IPO fever has just begun. At least, that is what the success of the Lenskart IPO seems to be…
Individuality Counts
What can every investor do if he really wants to think big? He can definitely learn from a seasoned investor…
The Power of Positioning Lessons From This Samvat
Every samvat teaches us something. This samvat was one of the most interesting ones. It started with the US presidential…
Silver Rush
Gold and silver have become the talk of the town. Every investor wants a piece of the precious metal pie.…
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