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The markets are like a weather; you may not like it but you have to bear it - Rakesh Jhunjhunwala Dear Investor, Indian equities declined in July’25 (Nifty down 2.9% mom; 5.5% below its September’24 all-time high). FIIs sold heavily during the month, completely reversing four successive months of inflows. DII flows remained strong at Rs 609bn in July. Within Nifty, most sectors declined; IT, Energy and Telecom lost the most . Both Small Cap and Mid Cap indices underperformed

When the Going Gets Tough, the Tough Get Going - Billy Ocean Dear Investor, As we enter 2026, here is a throwback of how markets performed in 2025 and the themes that will define 2026. It was a tough year for investors as markets were unpredictable, and the harder one tried to predict markets, it just didn’t work out for most people I know. There was, however, one theme that was at the centre of everything, and while it might not have given you the best return, it sure beat a

The four most dangerous words in investing are: 'This time it's different' - Sir John Templeton Dear Investor, September 2025 was the month of two halves. The month started on a positive note following improving economic data (August CPI inflation at 2.1%, Index of Industrial Production (IIP) for August 2025 at 4%), GST rate cut, optimism around India-US trade talks and the US Fed rate cut. However, the market witnessed a sharp fall on the Trump administration’s decision to i

"The individual investor should act consistently as an investor and not as a speculator." - Benjamin Graham Dear Investor, Indian equity markets extended their downward trajectory in August, marking a second consecutive month of declines. The imposition of heavy tariffs by the US overshadowed optimism surrounding GST cuts, leading to a 1.4% drop in the Nifty and a 1.7% decline in the BSE Sensex . Broader markets faced steeper losses, with the Nifty Midcap 100 falling 2.9% and

"The markets are like a weather; you may not like it but you have to bear it" - Rakesh Jhunjhunwala Dear Investor, Indian equities declined in July’25 (Nifty down 2.9% mom; 5.5% below its September’24 all-time high). FIIs sold heavily during the month, completely reversing four successive months of inflows. DII flows remained strong at Rs 609bn in July. Within Nifty, most sectors declined; IT, Energy and Telecom lost the most . Both Small Cap and Mid Cap indices underperforme

"Stick to your plan, Ignore the ongoing sentiments in the market" - Radhakishan Damani Dear Investor, October 2025 marked a highly positive month for the Indian market, delivering the strongest monthly gains in seven months as relatively better corporate earnings and reasonable valuations attracted foreign investors back. The Nifty 50 rose 4.5% and the BSE Sensex climbed 4.6%, leaving both indices almost 2% from their record closing highs set in late September 2024 . Broader