Debt Markets Work In Cycles Too
In good years, defensive investors have to be content with the KNOWLEDGE that their gains, although perhaps less than maximal, were achieved […]
The Power of Prescience
The power of prescience is not something that is easy to practice in our investing. Knowing something in advance can be unfair […]
Dealing with Valuations
Podcast Transcript When we find valuations at extremes, it usually is at the most difficult time. We struggle to decide how to […]
Be Defensive, Stay Contrarian
The genesis for the current meltdown in Indian markets must be understood well and remembered for a long time to come. Interestingly, […]
Making SIPs Work
Podcast Transcript: When markets reach all time highs we are always told SIPs are the best way to invest in equity. […]
Stay Ahead of the Cycle
Market cycles tend to constantly throw challenges at investors. When markets are at cyclical highs, it is extremely difficult to sell and […]
Rigour and Regimen
Podcast Transcript: We attribute investment success to many things. Most of these attributes tend to be external factors. The easy list […]
The Crossroads Are Here
The sharp comeback in pharma stocks, the buyback announcement by TCS, and the sustained weakness in midcaps send out clear signals. The […]
Think Ahead
While the markets were focused on equities, yields on the 10-Year gilt quietly rose to cross 8% again. With other asset classes […]
Anchoring Bias
Podcast Transcript: My stance on mid-cap funds has been bearish in a while. After the dream run between 2013 and 2017, I […]
Play It Safe
“Large caps look inexpensive compared to small and midcaps.” A value investing peer said this in a rather complaining tone. To investors […]