Mint Article: Mind over market: 7 habits of investors who thrive during corrections

This article was first published in Mint. Market corrections are an inevitable part of the investing journey, but they don’t have to derail long-term financial goals. While it’s natural to feel anxious when stock prices are falling, savvy investors know that these times present opportunities for growth, learning, and strategic decision-making. Here are seven ways … Read more

On CNBC-TV18 discussing how large IPOs have historically performed in India

‘50% of IPOs have beaten benchmark returns but Larger IPOs have disappointed w.r.t. long term returns’ says Anoop Vijaykumar, Investments & Head of Research, Capitalmind Financial Services. Tells Sonal Bhutra & Reema Tendulkar that large IPOs come out when index is doing good for 1-2 years so growth moderation, post listing, for these large IPOs, see’s huge price correction.

Silver’s Surge, Gold’s Hedge: Strengthening Your Equity Portfolio with Precious Metals

Comprehensive analysis of two decades of market data reveals that a strategic allocation of 32% gold and 68% Nifty delivers optimal portfolio returns while minimizing volatility. While silver has surged 30% in 2024, followed by gold at 23% compared to Nifty’s 15%, long-term data suggests gold’s steady performance and low correlation with equities makes it the superior choice for portfolio diversification.

The Keynesian Beauty Contest: Why expert forecasts often miss the mark

Originally published in The Economic Times, our article challenges the reliability of expert stock predictions. It delves into why even knowledgeable analysts struggle to consistently beat the market, drawing intriguing parallels between investing, Keynes’ beauty contest, and horse racing.
An analysis of over 2,000 expert recommendations reveals surprising insights about “buy” and “sell” calls. Discover why market perception can be as crucial as company fundamentals, and how the biggest gains often come from identifying undervalued gems before the crowd.
Whether you’re a novice or seasoned investor, this exploration offers fresh perspectives on navigating the market’s ever-shifting landscape.

Decoding Long-Term Nifty Returns: The Power of Time Horizons

Discover how Nifty returns vary dramatically across time horizons and entry points. Our in-depth analysis reveals the pitfalls of short-term thinking and the power of a long-term approach. How our early experience in the market colours, not only our return expectations, but also our perception of risk. Finally, why the enduring motto for investors needs to be “this too shall pass”.

How likely is a 12% return over the long term?

A recent tweet citing Mint analysis talks about how the probability of higher returns increases with increasing investment horizon. The numbers looked a bit off, so I recreated the analysis using the Nifty 50 Total Returns Index. The numbers in each of the cells are higher than what is shown in the analysis cited in … Read more