Are you being a bit too optimistic about the market?

Today’s Daily Byte

The market was slammed down almost 3% on small caps, and everything else was also down. Apparently, the fear that was triggered by the fund manager a couple of days back percolated into a lot of folks selling, which caused redemption pressure on many funds, resulting in morning bouts of selling.

Today’s topic of discussion is about short-termism in the long-term investor’s mind.

Reading Time : 4 Minutes

Is Retail being a bit too optimistic ?

There has been a lot of discussion recently about retail investors increasing their exposure to mid-cap and small-cap stocks. Some believe that too much money has flowed into these segments, raising concerns about potential risks. However, this is not just an India-specific trend—it is happening globally. If we look at the U.S. markets, retail investors have taken the highest equity allocation in history. Even after the COVID crisis, household ownership of stocks has remained strong, showing a significant increase over time.. . . . .

Reading Time : 4 Minutes

How long will you lose opportunity cost

TAsian Paints has been one of the best compounders in the Indian stock market over the past 27 years. If you look at its chart from 1998 to 2025, adjusted for dividends, the returns have been phenomenal. The stock has given a compounded annual growth rate (CAGR) of 24%. Apart from a small dip after 2008, the stock has moved up steadily, making it one of the most consistent performers. Investors who held it for decades have seen their wealth multiply several times. However, the real question now is—will this growth continue in the next 27 years?. . . . .

Reading Time : 3 Minutes