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The biggest risk in investing is often behaviour, not markets

By Rakesh Agarwal | July 1, 2026

You haven’t even finished your first chai, and your phone is already buzzing. The index is down 3%. A WhatsApp group is in full panic mode. A relative forwards a YouTube video with a thumbnail screaming “Bloodbath in the markets.” Drag Your portfolio, which you barely glanced at during last quarter, is suddenly the only thing you can see. Drag You tell yourself you’re a long-term investor. You’ve been doing SIPs for five years. You’ve read the books. You know the drill.

The biggest risk in investing is often behaviour, not markets

The Great Rotation: Is Market Leadership Shifting Back to Large Caps?

By Amit Vyas- Head, Product & Research, Geojit Private Wealth | Jun 30, 2026

For the last two years, Mid and Small Caps dominated investor conversations. They outperformed benchmark indices, attracted record inflows, and became the preferred choice for many investors seeking higher growth opportunities. The narrative was compelling: India's economic growth story would be driven by emerging businesses and future leaders.

The Great Rotation: Is Market Leadership Shifting Back to Large Caps?

Not all concentration is conviction

By Rakesh Agarwal and Melvyn Santarita | Mar 31, 2026

During the recently concluded India’s T20 World Cup triumph, one interesting thing, not related to cricket, which made the news were Hardik Pandya’s watches from Richard Mille to Favre Leuba.

De-dollarisation – The great rotation!

By Rakesh Agarwal and Melvyn Santarita | Jan 29, 2026

As finance professionals, we often find ourselves at odds with economists. Brilliant thinkers who have spent their lives studying how economies function, how capital flows, and how interest rates shape behaviour yet whose conclusions can sit uncomfortably with how markets actually move.

The Khow Suey Lesson: GDP Growth ≠ Sensex Returns

By Rakesh Agarwal and Melvyn Santarita | Dec 1, 2025

But why are we talking about this? Because what you don’t know or don’t prepare for has a way of reminding you that ignorance is rarely bliss. We learnt that the hard way one late October while attending Enrique’s concert in Mumbai. Just before he came on stage, the skies opened up and the show was delayed by 90 minutes.

The Khow Suey Lesson: GDP Growth ≠ Sensex Returns

From skylines to portfolios: The rise of REITs and InvITs in India

By Rakesh Agarwal and Melvyn Santarita | Oct 31, 2025

Ever since man learned to build, he has been striving to reach higher. The instinct to construct – to leave something behind that outlasts us – has defined every era. From the Tower of Babel and the Pyramids of Giza, humanity’s first brush with vertical ambition, to the palaces of Udaipur, where marble met imagination, and the stone castles of Europe that turned defence into legacy – every structure has reflected the aspirations of its age.

From skylines to portfolios: The rise of REITs and InvITs in India

Creative destruction, AI, and the investors’ brew!

By Rakesh Agarwal and Melvyn Santarita | Aug 29, 2025

Long weekends often give us the time to slow down, catch up with old friends and relatives — often culminating in long brunches and deeper conversations. Our 79th Independence Day and Dahi Handi celebrations gave us that opportunity this time around.

Creative destruction, AI, and the investors’ brew!

From Monza to markets – The art of a timely exit

By Rakesh Agarwal | Jul 31, 2025

Over the weekend, I had an absolute blast watching F1: The Movie, starring Brad Pitt (Sonny Hayes) and Damson Idris (Joshua Pearce). Hans Zimmer’s soaring score only amplified the adrenaline. But amidst the roar of engines and wheel-to-wheel action, one rain-drenched scene during the Italian Grand Prix at Monza struck a deeper chord.

From Monza to markets – The art of a timely exit

Decoding Income Plus Arbitrage FOFs

By Rakesh Agarwal | Jul 1, 2025

Last month, after a short walk in the hot and humid weather of Mumbai, while walking past a bustling market, I stopped by a local juice vendor. He had two big jars on display – one labelled “Fresh Juice – INR 50” and another, more modest one, labelled “Juice + Ice – INR 30.”

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