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Fasting, after the feast

If you invested patiently during this period, you should get a small pat on your back. Though not a big one yet 🙂 . Equity markets could test your patience further. Reason : your 3-4 year + investment in mid and small cap funds, is

The journey might be boring, but the outcome isn’t !

Standing in a crowded street, you can see many things: people bustling, shopkeepers selling, food vendors, vehicles passing by. In all this, your brain doesn’t try to take in everything. It focuses on what seems important. How does it decide what’s important? Shortcuts. You’re more

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