Indian Markets and the Oil Shock Good Earnings, Bad Headlines India Inc. delivered its best profit growth in ten quarters, and the Nifty responded by falling for seven straight weeks. Nifty 50 companies grew profit 18% year on year in April–June 2026, yet the index closed at 23,140 on 25 September, about 12% below its January peak. The reason sits in the Strait of Hormuz. This piece looks at what the West Asian oil shock has done to Indian equities and bonds, how large, mid a

Every investor eventually learns a painful lesson: a great company is not always a great investment. Risk Is in the Price: Why What You Pay Matters More Than What You Buy The difference between the two comes down to a single, deceptively simple idea — risk is in the price. This phrase, often repeated in value investing circles, captures a truth that runs counter to how most people think about markets. We tend to associate risk with the nature of the asset itself. A volatile s

Just days into this open conflict—marked by Iranian missile retaliations and reports of the death of Supreme Leader Ali Khamenei—investors are navigating a landscape of surging oil prices, gold rallies, and highly volatile equities.

The Indian markets kicked off 2026 with a sharp but short-lived correction — Nifty 50 fell roughly 3% from its all-time highs in January, rattled by profit-booking and pre-budget jitters. But beneath the surface, the story remains encouraging. Domestic investor flows held steady, SIP contributions hit record highs, and the RBI signalled a more growth-friendly stance with a rate cut and significant liquidity support. For investors, the takeaway is clear: this isn't a crisis —

There is a big difference between saving and investing. Saving is the process of putting cold, hard cash aside, usually in a savings...