Your Retirement Plan Looks Perfect on Paper. But Can It Survive Reality?
Retirement planning is not about building the perfect plan. It is about building a plan that survives imperfection. Markets deliver surprises. Inflation […]
100 Days of Geopolitical Conflict: Separating Market Noise from Economic Reality
It has been approximately 100 days since the geopolitical escalation involving the US, Israel and Iran altered the global macroeconomic landscape. Periods […]
How to Build the Right Investment Portfolio for Your Financial Goals
A rising market can make many investors feel confident about their portfolio, but understand that market performance and portfolio quality are not […]
Market Is Up. Your Portfolio Isn’t. What’s Really Going On?
When the market goes up, most investors expect their portfolio to go up with it. So, when the index is going up […]
Can things change quickly?
In recent months since the start of the Iran war, bottom-up stock investing has completely outplayed the top-down approach. By focussing on […]
Time to Be Selective
After years of rising tides lifting most boats, investors now face a fundamentally different landscape—one where selectivity, not market beta, will determine […]
Think Beyond The Noise
The extension of single party rule in India is now clearly off our radar. The 2019 general elections will be won on […]
The Return of the FII
The FIIs are back. November clearly showed a change of mind. The DIIs continue to receive money from domestic investors. It is […]
Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
Oil, The Dollar and The Rupee
Rising oil and dollar mean only one thing for the Indian economy – trouble in the near-term. Business fortunes and purchasing power […]
Seek Balance
If an asset class is hitting multi-year lows, then we tend to move away from it. On the contrary, when an asset […]