THE GOLDEN THUMB RULE
The Golden Thumb Rule | For Gen Z investors, time in the market beats timing the market, says Kaustubh Belapurkar
Gen Z's pursuit of quick gains in mutual funds clashes with the reality of wealth creation, which demands patience and time in the market. Kaustubh Belapurkar advises investors to focus on diversification, understand metrics like capture ratios, and resist the urge to frequently switch funds. Staying invested in well-managed strategies, even through market cycles, is crucial for long-term success.
The Golden Thumb Rule| Don’t drive with the rearview mirror — Kaustubh Belapurkar on why past performance misleads investors
Kaustubh Belapurkar cautions investors against solely relying on past performance when selecting mutual funds, highlighting that chasing top-performing funds often leads to disappointment due to poor performance persistence. He emphasizes the significance of evaluating risk-adjusted rolling returns, SIP returns, the strength of the investment team, and the consistency of the investment process for sustained success.
The Golden Thumb Rule: Valuations Are Like Gravity—Timeless Investing Principles Still Hold: Ambit’s Nitin Bhasin
India’s market is being reshaped by AI, IPOs, and new-age businesses, yet Nitin Bhasin of Ambit Capital stresses that valuations remain the timeless anchor. He highlights risk appetite, management quality, and fundamentals as guiding principles for sustainable investing.
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The Golden Thumb Rule| IPO Rush, AI Noise, and Timeless Principles: Ambit’s Nitin Bhasin on Navigating Markets
Nitin Bhasin of Ambit Capital stresses that despite IPO hype, AI buzz, and market sentiment swings, timeless principles—valuation discipline, behavioural control, and long-term focus—remain the true foundations of successful investing.
The Golden Thumb Rule| Wealth creation lies in riding the growth phase of megatrends, not chasing hype: Bajaj Finserv AMC CIO
Bajaj Finserv AMC's CIO, Nimesh Chandan, advises retail investors to focus on megatrends for long-term wealth creation, emphasizing the importance of identifying and staying invested through their growth phase. He highlights the risks of mistiming investments and suggests diversified funds as a way to manage volatility while capturing these opportunities.
The Golden Thumb Rule: Buy-and-hold has evolved into buy-and-watch in today’s disruptive world, says Nimesh Chandan
Nimesh Chandan of Bajaj Finserv AMC suggests that investors should shift from a "buy-and-hold" to a "buy-and-watch" strategy to align with long-term megatrends. Identifying and capitalizing on shifts in technology, consumption, energy, and healthcare is crucial for sustainable wealth creation. He emphasizes focusing on sectors like consumer discretionary, domestic pharma, and power equipment suppliers for long-term growth.
Maximizing income and achieving financial freedom: Dilshad Billimoria’s insights
Dilshad Billimoria emphasizes maximizing income through passive streams and skill upgradation, disciplined spending, and structured saving. He highlights the importance of separating needs from wants, building emergency funds, investing early, and maintaining a balanced asset allocation across life stages. Discipline and compounding are key to achieving long-term financial freedom despite inflation and rising expenses.
The Golden Thumb Rule: Medical inflation is a silent threat—PGIM India’s Ajit Menon urges investors to plan proactively
Medical inflation poses a significant threat to retirement security, often underestimated in financial planning. Ajit Menon emphasizes the importance of early planning, adequate health cover, and disciplined investing to achieve financial freedom. He also suggests prioritizing health and purpose in retirement, advocating for a shift in mindset towards viewing it as 'financial freedom' rather than a cessation of work.
From WhatsApp tips to deepfakes: Nilesh Shah warns Gen Z on investment pitfalls
Nilesh Shah cautions Gen Z investors about the pitfalls of social media hype and unverified tips, emphasizing the importance of fundamental research and long-term investing. He advises young investors to avoid overconfidence and seek professional guidance when needed. Shah also highlights the need to balance confidence with financial prudence, warning against reliance on credit cards and instant gratification.
The Golden Thumb Rule: 10-second reels won’t build wealth; 10-year investing will, says Nilesh Shah
Nilesh Shah of Kotak Mahindra AMC advises investors to focus on long-term strategies. He emphasizes the importance of SIPs and asset allocation for wealth creation. Shah draws parallels between investing and Test cricket, highlighting the value of patience. He urges young investors to avoid FOMO and seek guidance from financial advisors. He also cautions seasoned investors against ego-driven decisions.
The Golden Thumb Rule: Is it time to exit? Aniruddha Sarkar’s playbook for spotting sector wear and tear
Aniruddha Sarkar discusses the cyclical nature of market sectors, highlighting the fall from grace of once-favored industries like paints, IT, and FMCG due to valuation excesses, margin pressures, and structural fatigue. He emphasizes the importance of monitoring earnings support for valuations, using the PEG ratio as a key metric for timing exits, and suggests exploring under-the-radar sectors for new opportunities.
The Golden Thumbrule: From Hated to Hot - Aniruddha Sarkar on spotting sector turnarounds before the crowd
Aniruddha Sarkar shares his thumb rule for wealth creation in Indian equities. He emphasizes identifying sectoral themes early. Sarkar highlights capital allocation, consumer behavior, and technological shifts. Government policy also plays a key role. He differentiates between cyclical and secular trends. Sarkar recalls identifying opportunities in PSU, defence, and power sectors.
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