The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a certain view of the macros just a month ago when oil hit $85 are now forced to hurriedly review their position. This must be quite harrowing as investment…
A relatively insignificant event triggered a massive scare in Indian financials on Friday. But, the story does not lie there. It lies in the institutional imperatives clashing with individual investor interests. When there is a problem, either of solvency, liquidity or of risks, it is the bigger investors who bail out…
Podcast Transcript How we develop conviction matters. Everybody agrees that the quality of conviction will determine many things- how we translate conviction into investments, how we allocate money into an investment, and how we hold onto the investment. Generating conviction, growing conviction, preserving conviction and translating conviction are four…
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