The Active-Passive Choice
Investors are always so busy celebrating market highs that they miss the peak out moment. So, most investors tend to wake up […]
The Need Of The Hour
Opinions are very different from judgements. Investment is a field where we carry both and apply them constantly. Opinions are lighter, presumptive, […]
Seek Safety
Indices do have their own way of peaking out. Up moves and peak outs are connected. What happens around an up move […]
Redo Asset Allocation
At a time when everybody has overdosed on equity, elections are looking imminent, macros are getting challenging, and benchmarks are outperforming portfolios, […]
Redux Hour Returns
Stock picking takes far more mind space, time, and effort in every investor’s life. The time dedicated to stock picking far exceeds […]
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, […]
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 […]
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 […]
The Winner Takes It All
Participation in equity markets is viewed as a secular trend. Being invested is not the same thing as being invested in the […]
Take Positions
The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. […]
The Wall of Worry
Interest rates are a great leveller. They always set the trends of the equity markets. But we have two sets of rates […]