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Steering through the fog together
The world economy is facing an unprecedented time, leading to different kinds of risks looming in the minds of investors
3 days ago5 min read

Markets & Maha Kumbh - Exponential India
Market view and our thoughts on one more big achievement of India – Maha Kumbh.
Mar 106 min read

Contra Portfolio Strategy - investing beyond consensus
History demonstrates investors who buy stocks that are out of favor & avoid stocks that are in favor enjoy superior results over long term.
Feb 65 min read

2025 – Year of keeping low expectations and staying disciplined
2025 – Year of keeping low expectations and staying disciplined
Jan 44 min read

Beyond Narratives – Is consumption slow?
How at times common narratives get formed in the market influencing investors and leading to erroneous investment decisions.
Dec 10, 20247 min read

Temporary headwinds amidst structural tailwinds
Current market volatility stems mainly from temporary reasons, creating an opportunity for long-term investors.
Nov 8, 20247 min read
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