Sensex 40,000!

Sensex hit a record high last week as it rose 2.83% to close above the 40,000 mark while the Nifty...

Sensex 40,000!
Increasing Wealth, Ease of Doing Business & Index Out-performance

Credit Suisse Global Wealth Report released on Monday showed that 7,59,000 Indians have wealth over...

Increasing Wealth, Ease of Doing Business & Index Out-performance
Rally, Retail & Reliance!

The markets posted strong gains this week on the back of retail and foreign investor inflows,...

Rally, Retail & Reliance!
Steady SIP Flow, Fund M&A, and Behavior Gap

  We discussed the pitfalls of chasing returns and the "behaviour gap" with Bloomberg...

Steady SIP Flow, Fund M&A, and Behavior Gap
Rate Cut, Stimulus & Gold!

Four of the five top-performing funds last week are gold funds. Gold provides...

Rate Cut, Stimulus & Gold!
Tax cut, market rallies & growth

Finance Minister, Nirmala Sitharaman announced a $20 billion tax cut to reduce the effective...

Tax cut, market rallies & growth
Defaults & Recovery, Fooled by Complexity & More!

In the fourth chapter of our serialized book, Zen And The Art Of Investing, we look at "complexity"...

Defaults & Recovery, Fooled by Complexity & More!
Auto Sales, Investor Behavior & ITR Filings!

Retail auto sales dipped to a 20-month low in August. The slump in auto sales led Maruti and Toyota...

Auto Sales, Investor Behavior & ITR Filings!
AUM Growth, 3 Down Months & PSU Bank Mergers!

The share of gross household financial assets doubled from 3% to 6% between 2014 and 2018, as per...

AUM Growth, 3 Down Months & PSU Bank Mergers!
Small cap, stimulus & credit risk!

The BSE Small-Cap index fell 3.2% over the course of this week. BSE defines small-cap as the 250...

Small cap, stimulus & credit risk!