An election year throws up a series of questions on the outcome, approach, and tactics of political parties as they race to the finish line. Uncertainty looms large around these questions. Investors lose their appetite for risk when they are forced to face an ambiguous future. So, the market tends…
Investment Strategy: As we move into a rising interest rate scenario, the focus shifts to high-quality low-volatility investments. Our strategy has been to construct a layered portfolio by locking into high-quality investments at different yields. At this juncture, short-term AAA investments make the most sense. Contact us if you would…
Podcast Transcript There is more to investing than just generating returns. There has to be a larger purpose. Investing is not a game we play to prove our self-worth. It is not something that can be done casually. But, most of us associate investing with just making money. In…
Opinions are very different from judgements. Investment is a field where we carry both and apply them constantly. Opinions are lighter, presumptive, and easy going. We can like or dislike a personality, a business leader, an industry, or a business. Opinions formed on the basis of instinct rather than inquiry…
Risks and returns are always meant to be viewed holistically. But, how many of us do that? An interesting incident only reminded us how little people respect risks. An investor had been invested in equities for the three-year period between 2014 and 2017. At the beginning of 2018, just as oil…
At a time when everybody has overdosed on equity, elections are looking imminent, macros are getting challenging, and benchmarks are outperforming portfolios, it makes sense to take a re-look at asset allocation. Clearly, the most important thing now is to get our asset allocation right. A wrong allocation can affect…
Stock picking takes far more mind space, time, and effort in every investor’s life. The time dedicated to stock picking far exceeds the time spent on investment strategy. Stock picking and investment strategy are connected in the middle. The reasons are not difficult to decipher. Deep within, we believe that…
