A Balasubramanian reflects on his investment journey, emphasizing the importance of compounding. He acknowledges underestimating its power early in his career. He wishes he had implemented the strategy sooner. Balasubramanian notes the rapid changes in the market. He highlights the diverse perspectives of investors. He advises caution regarding speculative assets. He stresses the need for focused allocations.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly
March 5, 2026