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"The intelligent investor is a realist who sells to optimists and buys from pessimists." - Benjamin Graham Last month, we wrote about why the point of maximum uncertainty is often the point of maximum return. At that time, headlines were dominated by the escalating conflict in West Asia, rising crude oil prices, and fears of another prolonged correction in equity markets. Many investors questioned whether equities were still worth the patience. Fast forward just o

"You cannot sow something today and reap tomorrow! A seed has to go through the various seasons before it turns into a fully grown tree. So is the case with Investing." - Parag Parikh If you have felt frustrated with equity investing over the last 18 months, you are not alone. NIFTY fell this month by 2% in May 2026. YTD, NIFTY has fallen by ~10%. Performance down the capitalisation curve is looking slightly better. Small cap has risen by 4%, mid cap by 1%, and large cap by 6

“Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria.” — Sir John Templeton Why recent events may have created a better entry point for long-term investors Just when markets had started stabilising after the West Asia conflict, investors were greeted with another phase of correction over the last few sessions. This time, the concerns were different. Markets reacted negatively to: The Prime Minister’s recent austerity-oriented messag

The year that will be - "Kaash 2026 mein invest kiya hota" Why improving certainty, reasonable valuations, and still-lower levels may offer a good entry point for long-term investors Over the past month, markets have quietly staged a recovery. This has come at a time when global tensions, particularly in West Asia,are beginning to show early signs of de-escalation , with progress in ceasefire discussions improving overall sentiment. While uncertainty hasn’t disappeared, it ha

2026 - That year - "Kaash 2026 mein invest kiya hota" History shows that after markets stagnate during periods of crisis, the following 1–3 years have often delivered strong returns for patient investors. The recent escalation in West Asia has once again brought geopolitical uncertainty into financial markets. Whenever tensions rise globally, markets tend to respond with volatility, fear, and hesitation from investors . And naturally, the same question begins to appear: “Sho

“The four most dangerous words in investing are: ‘this time it’s different.’” – Sir John Templeton Dear Investor, Over the last five years, we have been providing you with monthly updates on market trends and guidance on how to approach them. I believe it’s time to change the direction of our blog to a more long-term view, and we will also try to educate you on behavioural finance & other such topics, which will help you to generate long-term wealth. That is the primary objec

"Risk comes from not knowing what you are doing." - Warren Buffet Dear Investor, Indian equities ended positive in June’25 as Nifty was up 3.1% mom; just below its all-time high of Rs 26,216 made in September’24. FII inflows continued for the fourth successive month; DII flows were also the highest in the last 5 months (Rs 727bn). Within Nifty, almost all sectors delivered positive returns; Communication Services, Materials and Energy rose the most. Both Small Cap and Mid C

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