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Market corrections can be unsettling, especially when recent returns disappoint. However, these phases are normal and often set the stage for future growth. By maintaining discipline and continuing systematic investments, investors can benefit from lower valuations and stronger compounding, turning short-term discomfort into long-term opportunity.

A Review of Index Returns and Valuations with Implications for Investors in 2026 “In the short run, the market is a voting machine, but in the long run, it is a weighing machine.” – Benjamin Graham Here are some reflections on the performance and current valuation of major market indices in 2025 and what it … Indian Equity Indices in 2026: Big is better Read More »

“Many shall be restored that now are fallen and many shall fall that now are in honor” – Horace We have observed many times that stock and sector performance tends to revert to the average over time—a phenomenon known as mean-reversion. This means that if a sector or stock has performed very well, its returns … Evaluating Sector Valuations and Performance: Opportunities and Risks Read More »

Sure! Here’s a small excerpt for your article: Investing in thematic mutual funds offers both exciting opportunities and significant risks. These funds allow investors to gain concentrated exposure to high-growth themes driven by prevailing economic, technological, or social trends. For instance, the transition from fossil fuels to green energy has garnered significant attention, and thematic funds focusing on this trend offer investors the chance to invest in companies poised to benefit from the shift towards renewable energy sources. However, it’s essential to be aware of the risks, such as the potential to bet on the wrong theme and the need for greater knowledge and monitoring. By conducting thorough research and making informed decisions, investors can potentially reap the rewards of investing in areas that are shaping the future of our world123. I hope this helps! If you need any more assistance, feel free to ask. 😊

Explore the differences between the new and old tax regimes, including key exemptions and deductions, to determine which option is more beneficial based on your financial situation and investment strategies.

A Comprehensive Guide to Tax Benefits and Financial Growth Investing in mutual funds in a kid’s name is not only a strategic financial decision but also offers significant tax advantages, especially in India. This article delves into the numerous merits of such investments, particularly from a tax perspective, and provides insights on how to maximize … The Merits of Investing in Mutual Funds in your Kid’s Name in India Read More »

Sharma jee was absolutely thrilled when he heard about the new budget. With the significant tax rebate, his income up to ₹12.75 lakhs would be virtually tax-free! He couldn’t wait to share the good news with his friend, Verma jee. Upon hearing this, Verma jee agreed that the new budget indeed reduces the tax burden. … Balancing Act: Spending Freely While Saving Wisely in new tax regime Read More »

Looking at the valuation of various sectors in India using trailing PE ratio, PB ratio and dividend yield The valuation of the Indian market is a hot topic. Our previous article showed that larger caps offer better value than small and mid-caps, while momentum styles are pricier. In this article, we examine sector-specific valuations, noting … Which sectors are cheap and which are expensive? Read More »

“The concept of mean reversion is the most powerful tool in the investor’s toolkit.” – Jeremy Grantham NIFTY 50, Midcap, and Small Cap Indices: Analysing Overvaluation Risks and Market Trends The recent performance of the Indian stock market has been marked by challenges. Many analysts attribute this weakness to high valuations amidst clear indications of … Valuation of Indian market – expensive or not so much? Read More »

Disclaimer: The below content is just for information and should not be construed as an offer to buy or sell or recommendation. Contact your financial advisor for guidance on any investment related query. This article is just thinking out loud and to document my thoughts at certain points of time about a topic of my … NIFTY IT – Is there light at the end of tunnel? Read More »

Price is what you pay, value is what you get – Warren Buffett    Disclaimer: The below content is just for information and should not be construed as an offer to buy or sell or recommendation. Contact your financial advisor for guidance on any investment related query. This article is just thinking out loud and to … What does NIFTY’s current valuation mean for returns? Read More »

Small and mid-cap stocks have performed exceedingly well. We analyse valuation and performance and what it means going forward?