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Racy Times For Investing
A two week long war has turned the macros of several countries upside down. By blocking a critical shipping route,…
Opportunity In A Correction
Investors who were willing to buy every dip for months together seem to have lost the will to buy last…
Low near‑term returns often precede strong gains
Over the past two decades, the S&P BSE 500 has gone through several periods when even two‑year rolling returns have been in…
When Wars Become Routine!
Another war in the Middle East was not in our expectations. We simply thought things may not come to such…
When “What Worked” Becomes “What Hurts”: The Gold/Silver Chase Trap
AMFI’s January 2026 mutual fund inflow numbers are a fresh reminder that investor psychology doesn’t change easily: money keeps rushing…
Are Investors Switching At The Wrong Time Again?
February saw an important switch in investment flows. After a long phase of persistently selling Indian equities, Foreign Institutional Investors…
Gold Fever
The latest AMFI data from January reminds us that mutual fund investing remains largely hindsight-driven. Surprisingly, net inflows into Gold…
On Extremes and Resets
Valuation excesses, when they happen without fear or worry, are only waiting to be disrupted. The current year began with…
The ₹1 Crore Journey: Large, Mid and Small Caps from 2018 to 2026
The Case Against “Chasing” Small Caps Imagine three investors, each with ₹1 crore to deploy in January 2018 (Peak of…
Sell Right, Buy Right
The sharp swings in the market strongly underline a lack of direction. Investors have been caught off guard too many…
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