Multibaggers, mirages and market math

An experiment demonstrates how survivorship bias can create the illusion of market genius. By selectively sharing successful predictions and discarding failures, a perfect track record can be manufactured. This bias also influences equity investing, leading investors to chase multi-baggers without considering the underlying conditions that enable such gains.

India’s gold import duty hike: A double-edged sword

India has raised gold import duty to 15% and urged citizens to buy less gold. This move targets foreign reserves and the rupee’s value. However, India’s strong cultural demand for gold may limit effectiveness. Higher duties could also boost illegal gold imports. Investors should consider gold as a long-term hedge.

Quant Mid Cap Fund exits Lenskart Solutions and 2 other stocks, adds SAIL in April

Quant Mid Cap Fund exited Lenskart Solutions, NMDC and SBI Cards in April, while adding Steel Authority of India to its portfolio, the fund’s monthly disclosure showed. The fund also increased exposure to Reliance Industries and maintained holdings in several key stocks, as sector allocations shifted toward healthcare and metals.