Thoughts on investing
Monthly Market Pulse – Aug 2026
East Green — Monthly Market Pulse: August 2026 Monthly Market Pulse Nifty Fell. The Smaller You Went, The Better You Did. Aug’26 Nifty 50…
“Buy More When Markets Fall” – Does It Actually Work?
“Invest more when markets fall.” The advice is correct. Buying more at lower prices is obviously better. But where does the money come from?…
Volatility Clusters – 18 Years of NSE Data Proves It
We mapped every trading day since 2008. What we found challenges a core assumption most investors make. Most investors treat market volatility like lightning:…
Monthly Market Pulse – Dec 2025
Monthly Market Pulse – Nov 2025
Monthly Market Pulse – Oct 2025
Monthly Market Pulse – Sep 2025
Monthly Market Pulse – Aug 2025
Monthly Market Pulse – Jul 2025
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…
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…
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…
Introducing quantitative investing
Traditional Investing: The Old Way For decades, investing has been largely a human-driven process. Professional investors, or “stock pickers,” would: While this approach has…
Global diversification vs home country investing
Diversification has long been hailed as a cornerstone strategy for managing investment risk and optimising returns. In this article, we will explore the performance…
Should mutual funds be your default go-to equity investment option?
Or in other words, is ‘Mutual Funds Sahi Hai’ really always true? Okay, I admit that the title goes against conventional beliefs that mass…
How to account for market timing risk?
We frequently get the following questions from new investors: Is the market too high to enter?Should I wait for markets to fall a bit?The…
Taxation – Mutual Funds [MF] vs Portfolio Management Service [PMS]
Investing in the Indian financial market offers a plethora of options, with mutual funds and Portfolio Management Services (PMS) being two popular choices. However,…
Real Estate vs Stocks: Which Builds More Wealth?
Investing is a journey, full of twists and turns, highs and lows. But the right choices can make all the difference. Investing is a…
Letters to investors
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…
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%,…
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%…
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…