Blogs
Interest Rate
Investor Questions Answered - Diwali Edition
Diwali is a season that brings in luck! Where should we invest this Diwali and what to look out for in the next year? Find out…
Sectors that benefit from Rising Dollar
The dollar has had a drastic rise above all other major global currencies and companies that export to US stand to gain.
Inflation and Fear of Recession in the US and Impact on India
The US Fed has vowed to suppress growth to control inflation and keep raising interest rates until inflation reaches 2%. This is an evolving situation that can impact India.
Rising Interest Rates make Banks Attractive
The banking sector should be at the centre of investor focus right now. Not only is the rising interest rate environment favourable for the banks, but several catalysts make banking extremely attractive
Sector Rotation & Business Cycles
“If you are in the right sector at the right time, you can make a lot of money real fast.” - Peter Lynch
We don't talk about bear markets, no, no, no
The crash has unnerved everyone! Are we in a bear market? What happens next? How to manage risk? Lets find out
Key Investor Questions
In the past few months and recent weeks there have been too many announcements to absorb. Furthermore, the global macro factors are also adding to investor ambiguity. So it makes sense to answer a few of the burning investor questions.
The markets have been tough. Let’s dig in...
Is the market volatility making you jittery? 🥶 Let's keep our long-term investor hats on 🎩 and try to understand the economics of war, the impact on India, and portfolio guidance. Let's dive in.. 🏊
Market Volatility Decoded
In this week’s blog post, we try to analyze the distinct reasons that alarmed the markets in the past 5-7 trading sessions. We also attempt to highlight a silver lining among this chaos and conclude with a performance report of our portfolios.
Bond Yields, Commodities, Inflation & Equity Markets
In the last couple of weeks we have heard these terms - bond yields, commodity price rise, inflation while watching the equity markets countless times. Let's try to understand where we stand now.
