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The Problem with Chasing Market Narratives

Markets don’t reward stories. They reward discipline. In 2024, it was defence and capital goods. More recently, metals and commodities – gold & silver took center stage. Each phase had a compelling narrative: Government push and order books for defence Capex revival for capital goods China slowdown and global cycles for metals The story always sounds logical – almost obvious…

Who is a SEBI Registered Adviser?

It has been a decade since SEBI came out with investment advisory regulations in 2013 separating distribution and investment advice to protect the interest of

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