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Six Years of Euphoria, Then the Market Pendulum Swings
Six Years of Euphoria, Then the Pendulum Swings There is a rhythm to markets that most investors sense but few act on wisely. "We may never know where we're going, but we'd better have a good idea where we are." - Howard Marks For nearly six years — from the pandemic lows of March 2020 through much of 2025 — Indian equity markets delivered a remarkable bull run. The Nifty 50 climbed roughly 3.4 times from its Covid trough of 7,610 to a peak above 26,000 in September 2024. The

Ankur Kapur
3 min read


Navigating the Storm: A Balanced Investor's Guide
Navigating the Storm: A Balanced Investor's Guide The world changed on February 28, 2026. What began as years of simmering tensions between the United States and Iran erupted into a full-scale military conflict when US and Israeli forces launched coordinated strikes on Iranian leadership and military infrastructure. Iran retaliated with missile and drone barrages targeting Israel, US bases, and Gulf nations. The Strait of Hormuz — the narrow passage through which roughly a fi

Ankur Kapur
6 min read


Geopolitics, Gold, and Global Markets
What 80 Years of History Can Teach Us About Investing Through Chaos What 80 Years of History Can Teach Us About Investing Through Chaos Since World War II ended in 1945, the world has gone through one crisis after another — Cold War tensions, oil shortages, stock market crashes, a pandemic, and now fresh wars and trade battles. Through all of this, three things have acted like thermometers for global risk: stocks, oil, and gold. When you look at how they’ve moved over 80 year

Ankur Kapur
5 min read


Iran-US War: Stock Market Impacts Through History, Oil Shocks, and Gold
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.

Ankur Kapur
3 min read


Monthly Market Insights
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 —

Ankur Kapur
4 min read


2025 in Retrospect, 2026 in Perspective: Navigating Opportunities in a Changing Market
If you've been tracking the markets as closely as most advisors do, 2025 stands out as something far more significant than just another profitable year on Dalal Street. It was the year that fundamentally rewrote the rules of India's equity market—the year when the baton passed from foreign to domestic hands.

Ankur Kapur
5 min read


Quarterly Equity Market Update: December 2025
Quarterly Equity Market Update: December 2025 Quarterly Equity Market Update Executive Summary As we enter the final month of 2025, Indian equity markets are navigating a complex phase of “growth vs. valuation.” While the domestic economy delivered a stunning 8.2% GDP growth in Q2 FY26, surpassing all estimates, equity benchmarks have faced selling pressure in November and early December. The Nifty 50, after reclaiming record highs in November, has recently corrected, weighe

Ankur Kapur
3 min read


Where Can Your Money Grow? The Complete Guide to Investment Options in India
There are numerous options for investing and growing your money. The stock market, fixed deposits, and insurance policies are big favourites in India.

Ankur Kapur
2 min read


Why are you saving money? Life..goals
Now that you have determined your income levels and have an idea of how much you are saving, it’s time to determine what you are saving...

Ankur Kapur
2 min read
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