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Rahul Gauba
Feb 27, 20243 min read
Time To Think Global While Diversifying Your Portfolio
In today's interconnected global landscape, Indian investors are progressively seeking global products to broaden their investment...
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Rahul Gauba
Jul 18, 20235 min read
Too Fast, Too Furious?
Indian markets rally sharply at new highs: We had turned positive on the markets in our last quarter note in April, 2023 (see attached -...
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Rahul Gauba
Apr 7, 20234 min read
Sector Insights: And Portfolio Strategies For 2023
The year 2022 was marked by a series of rare and unexpected events that had a significant impact on global markets. On account of the...
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Rahul Gauba
Apr 3, 20235 min read
India Heading into FY24 With a Bang
India's Future is Standing Strong.
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Rahul Gauba
Mar 15, 20233 min read
CY 2023: The Current Year Should Give Us Volatility & Drawdowns To Deploy Capital
Humans are known to be extrapolating engines – we like certainty, predictability and translate the same into our investment patterns. It’s
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Rahul Gauba
Feb 22, 20234 min read
PMS Jargon For Dummies
PMS PMS refers to a professionally managed portfolio of investments in assets, including debt and equity. They aim at homogeneous...
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