When 40% SIP Returns Don't Mean What You Think

For investors, the rule is simple: never be seduced by the percentage alone. Ask what you put in, what you got out, and over what period.

R. Gurumurthy

September 5, 2026 at 7:32 AM IST

Istock.com

Week in Numbers: Tracking India’s Economic Pulse

India's economic indicators sent mixed signals in June, with strong growth in automobile sales and power generation contrasting with weak fuel consumption, delayed kharif sowing, and continued mutual fund outflows.

Datametricx

July 11, 2026 at 11:43 AM IST

istocks.com

When Investing Becomes Income Substitution

India’s retail market boom is building capital, but for many new traders, it is also becoming a risky substitute for secure income and paid work.c

Karnati Kiran Kumar

July 11, 2026 at 6:38 AM IST

Istock.com

The Magellan Paradox Comes to India

SIPs are a powerful investing tool. But when human psychology, regulatory constraints and market structure collide, disciplined investing can become far less rewarding than the advertisements promise.

R. Gurumurthy

July 7, 2026 at 11:01 AM IST

istock.com

Week in Numbers: Tracking India’s Economic Pulse

WPI inflation soared in April, reflecting the impact of the war in West Asia on prices. CPI inflation, however, remains well below as the government has allowed only limited pass-through of price increases.

Datametricx

May 16, 2026 at 12:03 PM IST

istocks/imaginima

India's Funds Are Absorbing the FPI Exit but Not Owning It

India's mutual funds are winning an ownership battle that foreign investors are walking away from. The question is whether that advantage is being built, or just inherited.

Krishnadevan V

April 14, 2026 at 6:10 AM IST

Via WikiCommons

Week in Numbers: Tracking India’s Economic Pulse

Retail inflation rose marginally in February. However, the war in West Asia, the resulting disruption in global trade channels, and higher crude oil prices could push up domestic inflation in the coming months.

Datametricx

March 14, 2026 at 11:43 AM IST

iStock.com

India’s Retail Investing Boom Heads Toward Its First Stress Test

India’s SIP inflows dipped in February, yet the number of SIP accounts continued to rise. The real question is whether retail investors stay disciplined in the next market drawdown.

Krishnadevan V

March 11, 2026 at 9:46 AM IST

iStock.com

Equity MF Inflows Rise in February; Gold ETF Flows Ease After January Spike

Equity mutual fund inflows rose 8% in February, led by mid- and small-cap funds, while total industry inflows moderated from January’s spike. Gold ETF flows cooled but remained above levels seen in several previous months.

BasisPoint Insight

March 10, 2026 at 11:26 AM IST

India Is Quietly Becoming the World’s Valuation Magnet

India’s markets now price local arms above global parents. LG, Hyundai show valuation inversion, capital migration and a new listing gravity.

Chandrika Soyantar

February 23, 2026 at 11:09 AM IST

iStock.com

The Asset That India’s Markets Left Behind

India raced ahead with demat accounts and SIPs but skipped the emotional ballast. SEBI data shows why awareness surged while conviction lagged.

Krishnadevan V

January 23, 2026 at 5:03 AM IST

iStock.com

The Real Story Behind India’s Gold Rush: Signals, Not Contradictions

Gold demand surged despite calm macros for reasons rooted in psychology, not fear. India’s financial actions reflect diverse motives that leaders must learn to read. People aren’t irrational. Our narratives about them are lazy.

Kirti Tarang Pande

November 27, 2025 at 6:20 AM IST

iStock.com/rvimages

The Religion of SIPs: India’s March to Market Salvation

Are SIPs India's safest investment habit or a blind ritual that could distort markets? What happens when faith replaces fundamentals in financial behaviour?

R. Gurumurthy

November 11, 2025 at 8:48 AM IST

iStock.com

Equity Mutual Fund Inflows Hit 12-Month Low Amid Waning Retail Momentum

Thematic mutual fund bets decline, debt schemes bleed ₹2 trillion, and SIPs hit 4-month low in March as market volatility sustains.

BasisPoint Insight

April 11, 2025 at 11:54 AM IST

The Bureau

Indian Equities Rebound Tracking Lenders, Payment Firms; Oil, US Fed Caution Limit Gains

India’s Gilt Market Faces Pressure on Every Front, Curve Seen Bear-Flattening

US House Faces Close Vote on Russian Oil Tariff Bill: Report

Five Trends in India’s Latest Trade Numbers

India July BoP Gets $33.5 bln NRI Deposit Boost, Overall Surplus Hits $20.8 bln

India August WPI Inflation 9.92%, June Figure Revised to 9.97% From 9.87%

August CPI Turns October RBI Meeting Into a Live Rate-Hike Call

India Govt Allows 0.4% MDR on UPI Merchant Payments Above ₹2,000

India’s GDP Data Puzzle: Pronab Sen on Deflators, Revisions and Trust

In Search of the Lesser Florican

Maneet Pal Singh