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Author: Subir Jha

Financial Year End 2026

As usual, apologies in being irregular in sharing our newsletter. Writing is something I want to do and obviously struggle at. Internally, I have linked it with sending month end portfolio statement. That has meant that I have given lot of grief to my colleagues

The War We Don’t Want

Quick note on the recent market corrections. But before that, please remember, pain mightbe longer than we want/like, yet shorter than any of the targets/goal horizons that we haveset I might be writing this a little early (in case the downside continues) 🙂 Q :

Year End 2025

Warning: This is a long post and has little ‘direct’ correlation to Investing :-).  But then, we have always believed in what CRL James had to say on cricket: “What do they know of cricket who only cricket know?” We think the same principle applies

BuckSpeak Baithak

Our own Baithak 🙂 Baithak is the Hindi word for gathering. However, like quiet a few native words, we might not find an exact equivalent word for it in English. A Baithak could be around conversations or music or even stories. The one we plan

Financial Year End 2025

One of the perks of being in my industry is the opportunity to celebrate (and introspect) two new years’. I have mentioned it earlier on how I struggle coming up with these month-end pieces (and embarrassed about my inconsistency) . However, I do look forward