Global markets face AI optimism and inflation anxiety. Charlie Munger’s insights on human misjudgment offer a survival guide. Higher interest rates, concentrated mega-cap liquidity, and retail participation drive current trends. Investors must manage emotional distortions like envy and FOMO. The Lollapalooza effect amplifies biases. Overconfidence from past gains is risky. Avoiding pain too aggressively can lead to underperformance.
Pankaj Tibrewal sees stronger top-line growth driving India’s next earnings cycle
Indian companies are poised to navigate input cost pressures and sustain growth, with the upcoming earnings season expected to be the next market trigger. Experts
June 30, 2026