The power of simple ideas

The goal of an SWP redemption is not to improve the average, but to eliminate the worst

Say goodbye to your multi-cap fund

Given the nature of India's small-cap market, SEBI's new ruling on multi-cap funds will mean that these funds cannot continue in their current shape

What you see and what you do not

There is nothing in our actual experience as investors and analysts that has prepared us to judge the events that are happening

An unfair tax

A tax on just the act of investing, regardless of whether it will yield profits or losses, should not be imposed.

Random patterns and equity investing

What does the training of air force flight instructors have to do with your equity investing habits?

A useless helmet for your investments

Fixed income investments can act as a safety helmet for your equity portfolio but it has to be done right

The other helmet

The fixed-income side of your asset allocation is relatively easy to reason about. As one would expect, equity is harder

Real value and real growth

Real value should lead to growth and real growth should lead to an accretion of value

Fun versus fundamentals

There's a place for betting on speculative investments, and a place for real investing. Keeping them apart may be the only sensible tactic

Balancing it all

Figuring out your equity and fixed income preferences means that you must know how to keep them in balance