The day even HDFC said no to gold

The PM appealed against gold on Sunday. Customs duty rose 15 per cent today. By evening, HDFC withdrew its Gold and Silver NFO. Here is what to do about your portfolio.

Rich people's funds

SEBI has cut a door into the wall that kept most investors out. What lies behind it is less special than the price of admission suggested.

The AI bubble question

Whether AI is a bubble matters less than whether you are behaving like one

Look once a year, not daily

Your portfolio needs one careful look a year, not a daily glance at the red and green

Mostly vanity, occasionally the taxman

The new regime ended the old March scramble over tax-saving; the instinct behind it has merely moved up the wealth ladder

For once, I am not telling you to ignore the news

I make a living telling you the headlines cannot help your portfolio. This time, I find I cannot look away.