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Is India’s Growth Story Gaining Traction?
1. Government Spending Takes off Recent data shows the central government’s capital expenditure surged nearly 40% year-on-year in H1 of…
This Will Not End Well!
The IPO fever has just begun. At least, that is what the success of the Lenskart IPO seems to be…
Foreign Capital Rotation
China and Gold shine, but India’s domestic engine keeps markets steady Foreign investors have not fled India — they’ve rotated.…
Individuality Counts
What can every investor do if he really wants to think big? He can definitely learn from a seasoned investor…
Flows Are Strong – So Why Aren’t Markets Moving?
Despite elevated domestic inflows (USD 119 billion since March 2024), Indian equity markets have delivered muted returns in recent months.…
The Power of Positioning Lessons From This Samvat
Every samvat teaches us something. This samvat was one of the most interesting ones. It started with the US presidential…
Silver Rush
Gold and silver have become the talk of the town. Every investor wants a piece of the precious metal pie.…
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,…
Reset Your Expectations
Managing expectations is as important as managing money. Investors often overly focus on managing money without understanding how to set…
I started investing in my 40s: Am I screwed?
Most of us don’t take money seriously until we need to. Santhosh certainly did so. When he started working, he…
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