US markets | Mastering the Market Cycle: Why Howard Marks’ Advice Is More Important in 2026

Veteran investor Howard Marks has long argued that successful investing is less about predicting exact turning points and more about understanding where the markets stand in the broader cycle. His core message in his book ‘Mastering the Market Cycle’ has taken on renewed importance in today’s complex and rapidly changing market environment, where optimism around […]

What John Templeton got right and what modern investors are still missing, explains Saurabh Mukherjea

At a time when investors are encouraged to double down on what they know best – one market, one asset class – Saurabh Mukherjea argues for the opposite. In his recent article, the founder of Marcellus Investment Managers turned to Sir John Templeton, the legendary 20th century investor, to argue that global diversification, contrarian thinking […]

Indian investors’ global exposure quadruples to $1.6 billion; Tesla and NVIDIA in the top 10 popular choices

India’s global investment footprint is expanding at a rapid pace, with investors now emerging from more than 145 cities across the country, bringing a new level of diversification and strategic intent to their portfolios. According to the report ‘How India Invests Globally – 2025’, published by Vested Finance, the total volume of investments from India […]

Corporate bonds versus government bonds: finding the right balance for Indian investors

For a long time, Indians saw their investment choices in split conditions – fixed deposits for safety and shares for growth. Tyres were mainly a side issue, seen as the playground of institutions and the government. That starts to change. Volatility of the stock market, fluctuating interest rates and geopolitical tensions have increased the appetite […]