As the year closes, 2025 is ending not with exhaustion, but with acceleration beneath the surface. The macro narrative that dominated much of the past twelve months is now giving...
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Markets are like the ocean. Calm waters feel safe, but storms are inevitable. Investing in the markets over the past year may feel like rough waters, testing patience and shaking...
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India is entering a new era of economic optimism. A rare alignment of macro tailwinds—softening inflation, decisive monetary policy, and bold fiscal support—has now been amplified by the government’s landmark...
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India's equity market is entering a powerful new phase of optimism, driven by a rare and historic alignment of macroeconomic forces. For the first time in many months, a potent...
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Major U.S. policy shifts have stoked uncertainty. In his bid to reduce trade deficit and Make America Great Again, Mr. Trump announced increased import tariffs followed up with reciprocal tariffs...
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When bear markets occur and the investment mistakes of the prior cycle are revealed, bearish investment commentary tends to intensify. There is a confessional, self-flagellating quality to some of this...
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In 2025, global equity markets could face an environment characterized by several crosscurrents. Global investors expect next year to witness a higher dispersion across stocks, styles, sectors, countries and themes....
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Markets can go up, down, or sideways. Keeping your calm during such moves is imperative for long-term wealth creation. Dancing to the market tunes, be it bullish or bearish, may...
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Capital Goods is a deeply cyclical sector. If identified timely, capital goods companies have a potential to generate outsized multi-decadal returns. For instance, the BSE Capital Goods Index appreciated by...
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Selecting/Exiting stocks based on election assumptions? Just a one-word answer – “Don’t”. Benjamin Graham, the father of value investing, famously noted that “In the short run, the market is a...
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