East Green
Monthly Market Pulse – Aug 2025
Monthly Market Pulse – Jul 2025
Pullbacks, Process & Patience: Q1 FY2025‑26
Dear Investor, The first quarter of this financial year has seen a strong pullback from the lows of March. So much so that many indices are close to their highs. Geopolitical crises and tariff war uncertainty have been absorbed,…
Navigating Corrections and Staying the Course: Q4 FY2024–25
Dear Investor, The second half of FY25 saw a steep correction in equity markets. The Nifty50 dropped 9% while the BSE500 declined 12%, driven primarily by high valuations and a rapid outflow of foreign institutional investments (FIIs) towards US…
Risk, Volatility and Emotions: Q3 2024-25 Letter
Dear Investor, The market has corrected from the recent top in September 2024. At the time of writing this, the Nifty 50 is 12% below its all time high close three months back. A similar correction can be seen across…
Active vs. Passive Investing: What Works Best in Indian Markets?
The active versus passive investing debate has raged globally for a while now. Passive investing, which involves replicating indices, provides a cost effective and simple way of investing money in the markets. It is very popular in developed markets and…
Double trouble for consumer businesses: Diminished demand and changing consumption patterns
The latest earnings reports are in, and they reveal a key trend: consumer spending in India is hitting a speed bump. FMCG, retail, cinemas are all feeling the pinch. Till a few quarters back, the discussion was centered around the…
Is it a good time to invest: Q2 2024-25 Letter
Dear Investor, As we end the second quarter of this financial year, certain headwinds appear to have come on the horizon. The usual question of ‘Is it a good time to invest’ is on the lips of many investors. Let…
Startup Wealth Concentration: A Risky Gamble for Employees
Many startup employees unknowingly risk their financial future by over-investing and staking their entire financial future in their company. This approach is dangerous. Here’s why it’s a problem and how to protect yourself. The Concentration Trap Startup employees often: This…