Amid increased volatility and sharp stock-specific reactions to gains, Daljeet Kohli advocates a disciplined bottom-up investment strategy, arguing that broad sectoral or thematic investments may not work in the current environment.Speaking to ETNow, Kohli noted that market diversification has increased significantly, with companies being rewarded or punished purely on quarterly performance. Stocks that disappointed in […]
At home The long view February 4, 2026 – India-US Trade Deal: The only deal that reaffirmed post-Budget market sentiment February 4, 2026 Image source: Kagenmi/www.istockphoto.com Markets have a habit of balancing between extremes. In recent days, Indian stocks have experienced both sides of that spectrum: first fear and then relief. The Union […]
As 2025 draws to a close, many investors are looking back on a challenging year for portfolios. For example, Indian markets rank in the bottom 10% of global market performance, raising questions about missed opportunities in gold, silver and foreign equities. But according to market veteran Devina Mehra, this ‘fear of missing out’ (FOMO) is […]
At home The long display September 12, 2025 – Why a complicated portfolio hurts your wealth and how you can simplify it September 12, 2025 Image source: William_Potter/www.istockphoto.com Recently, August 14, 2025 To be precise, India received a large thank you from S&P Global, which has upgraded the sovereign creditworthiness of India of […]
From January to December 2022, the Vanguard Balanced ETF portfolio (VBal), which has a 60/40 mix, lost 15.04%, almost as much as the decrease of 16.88%posted by the 100%-Stocks VANGUARD EQUIDITY ETF Portfolio (VEQT). The problem was not the shares; Investors must expect volatility with them. They were the bonds. As the interest rates enriched […]