Our view has remained “Extreme Caution” for more than 3 quarters primarily due to high valuations in most segments. In most of the past monthly newsletters, we have mentioned the view of “Extreme Caution”. But
When markets become unpredictable, it feels natural to want to move your money into cash, like finding safety during a storm. But in investing, this choice often ends up being a mistake. Let’s explain why
It is said when you zoom out and look at something over a longer time horizon, things look much different than when you are zoomed in and looking at narrow time frame. What you choose,
Albert Einstein once famously said, "Compounding is the eighth wonder of the world." While we often hear about the power of compounding in financial discussions, consistently compounding wealth remains the key to achieving true financial
Turtles are unique as they are amphibians (can live both in land and water). The ubiquitous turtle is seen in most shops and commercial spaces. It is popularly believed that it brings good fortune. Here
In India’s dynamic financial landscape, family offices are emerging as pivotal players in the alternate investment space. Once primarily focused on wealth preservation for future generations, these exclusive advisory entities are now actively shaping investment
India's economic landscape is evolving rapidly, cementing its position as one of the world's fastest-growing economies. Strong macroeconomic fundamentals, rising domestic consumption, and a favorable policy environment have propelled the country into a new phase
Historically, business cycles used to last for extended periods, allowing investors to ride long waves of economic expansion. Over the past few decades, business cycles have shortened due to rapid technological advancements/ disruptions, fast evolving
As traditional investment avenues continue to navigate through market fluctuations and global uncertainties, AIFs offer a refined and forward-thinking approach that aligns with the sophisticated tastes of modern investors. By embracing non-traditional asset classes, AIFs
India has seen several periods of booms and busts over the past thirty years. A key observation being that no bull market in India has lasted consecutively for more than 5 years. Each time, the
In our Annual Outlook CY 2024, "Stay the Course" we highlighted a shift in earnings trends wherein B2B businesses saw healthy recovery in their profits, which we believe is likely to continue in 2025. The
Investing Is a Game of Survival For decades, fund managers, market veterans, and investment firms have preached the same feel-good narrative: “Stay invested forever.” “You are buying companies, not stocks.” These statements are comforting. They
India’s private credit market has undergone significant transformation in recent years, evolving as a critical component of the country's alternative financing ecosystem. With US$6 billion in deals recorded in H1 2024, private credit has emerged
Performing Credit Funds have been the flavour of the season of late and much has been talked about the promise of this asset class and the expectations of it delivering superior risk-adjusted returns in the
AI being the new buzz word is revolutionizing the world. Unlike the previous generation that could classify, predict, or detect patterns, it has the ability to think and produce entirely new text, audio, images, and
Understanding Special Situations Investing In an ever-evolving financial landscape, traditional investment strategies often fall short in capturing the full spectrum of opportunities available in the market. Most investors focus on blue-chip stocks, quality businesses, and
