India’s enduring love for gold is not only because of its immense cultural significance but also due to its repeatedly proven mettle as a safe-haven asset during economic uncertainties. Very recently, gold prices hit a record high of Rs 91,250 per 10 grams in the national capital. As of March 21, 2025, the MCX spot price per…
The growing turbulence in the Indian equity market, marked by steep corrections in benchmark indices, has contributed to a nervous investment environment. Headwinds such as persistent geopolitical uncertainties, tariff tantrums of U.S. President Donald Trump instigating trade wars, rising crude oil prices, a weakening rupee against the greenback, the risk to inflation trajectory, the chances…
The Reserve Bank of India (RBI), in the February 2025 bi-monthly monetary policy meeting, cut the policy repo rate by 25 basis points to 6.25%. The stance of the monetary policy was kept ‘neutral’ to remain unambiguously focussed on a durable alignment of inflation with the target while supporting growth. It was the first time in almost…
The Indian equity market continued to remain rather in February 2025, and the Union Budget 2025-26 failed to stir up positive sentiments. The U.S. President Donald Trump’s protectionist policies, mainly the tariff tantrums, and the potential rise in geopolitical fragmentation, tensions, and possibility of the U.S. Federal Reserve going slow with rate cuts, haven’t augured well for…
In September 2024, I wrote a piece, ‘Flexi Cap Funds v/s Multi Cap Funds: Which Is Better at a Market High?’. The valuations of the Indian equity market then were exceptionally high: the BSE SmallCap P/E and BSE MidCap P/E were at around 36x and 34x, respectively, while the BSE LargeCap Index was nearly 26x.…
The Indian equity market has been on a rollercoaster ride as of late. Very recently, the bellwether BSE Sensex and Nifty 50 witnessed a 10-day losing streak, the longest in 29 years. The BSE Sensex, BSE Mid Cap Index, and BSE Small Cap Index have fallen significantly from their respective peaks. Several global and domestic…
In recent months, the Indian equity market has been gripped by heightened volatility, culminating in a significant downturn. The bears have tightened their grip. The bellwether, BSE Sensex, and Nifty 50 indices very recently endured a 10-day losing streak, the longest in 29 years. The Indian stock market is awash in red, with many indices…
In the Financial Year 2024-25 (FY25), the Indian equity market has witnessed high volatility. The bellwether, BSE Sensex, Mid Cap Index and Small Cap Index from their respective peaks of 2024, have of late corrected remarkably so far in the year 2025. Very recently, the bellwether BSE Sensex and Nifty 50 were on a 10-day losing…
The Public Sector Undertakings or PSUs have had a fantastic run-up in the last couple of years, particularly since the lows of the COVID-19 pandemic. One of the key reasons for this is that the Modi-led-NDA government, with various reforms and emphasis on Aatmanirbhar Bharat (self-reliant India), has transformed PSUs from loss-making to record profitability. According to Prime Minister…
Diversification, being one of the fundamental tenets of investing, is often a top priority when investing in mutual funds. The primary objective is to minimise the risk during volatile market conditions and earn better risk-adjusted returns in the long run. However, does merely holding multiple mutual fund schemes guarantee effective diversification? Many investors, in the…
