Gold MacroDeccan Herald
When war does not move gold
Gold's response to geopolitical events examined against historical correlations with risk assets — and why the traditional safe-haven narrative is more nuanced than it appears.
Insights
Anubhav Srivastava — Market Commentary & Media
Documented market thinking across cycles — covering asset allocation, market structure, and investor behaviour. Articles and interviews from Deccan Herald, CNBC TV18, CFA Society India, and more.
Market StructureDeccan Herald
Frictionless markets, restless investors
Lower access barriers are reshaping participation patterns and short-term market dynamics — and what this means for long-term investors navigating a noisier market.
Macro AllocationDeccan Herald
From 2025 volatility to 2026 stability — a roadmap for Indian investors
Shifts in market conditions highlight changing roles across asset classes as stability returns — a forward-looking framework for portfolio positioning.
Investor BehaviourDeccan Herald
'Running Behind Lakshmi' — sharpening the wealth instinct
A reflection on the psychology of wealth pursuit in India — and how to channel it into disciplined, long-term financial behaviour rather than speculative shortcuts.
Gold & SilverDeccan Herald
Gold and silver rise amid tariffs and turbulence
Precious metals performance in a tariff-driven macro environment — analysing the drivers and what the rally signals about broader investor risk sentiment.
International MFsDeccan Herald
Working around stalled inflows in MF schemes investing overseas
Practical strategies for investors affected by SEBI's pause on overseas mutual fund inflows — and how to maintain international diversification within regulatory constraints.
Year-Ahead OutlookDeccan Herald
After the choppy waters of 2023, here comes 2024
A forward-looking assessment of Indian markets entering 2024 — reviewing the key themes that shaped 2023 and the allocation considerations for the year ahead.
Mid-capsDeccan Herald
Midcaps — fire and ice?
An examination of mid-cap valuations and return potential during the 2023 rally — balancing the case for momentum with the risks of overheating in a frothy segment.
Bond MarketsDeccan Herald
Bond market moves, in times of sticky yield & high interest rates
Navigating fixed income allocations when yields are elevated and central banks remain hawkish — a framework for duration management in a challenging rate environment.
Debt FundsDeccan Herald
Have debt funds lost their lustre after govt pulled tax incentives?
Analysing the impact of the 2023 tax amendment on debt fund indexation benefits — and how investors should reconsider their fixed income strategy in the new tax reality.
ETFsDeccan Herald
Exchange-Traded Funds — new kid on the block
An introduction to ETFs for the Indian investor — how they work, why they are structurally advantaged over traditional mutual funds for index exposure, and where they fit in a portfolio.
Gold & FDsDeccan Herald
Things to keep in mind while investing in FDs, gold
A practical guide to two of India's most popular non-equity instruments — fixed deposits and gold — covering the real risks, returns, and portfolio role of each.
VideoETFs · Passive
Mechanics of ETFs
A deep-dive presentation on how ETFs function — creation/redemption mechanics, NAV vs market price, liquidity, and best practices for institutional and retail investors. Delivered at the Cafemutual Passives Conference.
VideoCNBC TV18
How to rebalance & re-allocate your portfolio
A CNBC TV18 segment covering the principles and practice of portfolio rebalancing — when to rebalance, how to do it tax-efficiently, and common mistakes investors make.
VideoCNBC TV18
Alternatives to equity & investing in bonds
Examining the case for alternative assets and fixed income in a diversified portfolio — covering bond mechanics, yield dynamics, and alternative investment structures.
VideoCNBC TV18
New rules for passive funds by SEBI explained
Breaking down SEBI's regulatory updates for passive investment vehicles — the implications for ETF and index fund investors, and what changes to expect in the passive fund landscape.
VideoCFA Society India
ETF liquidity & investor experience
A practitioner's insights session for CFA Society India — examining ETF liquidity mechanics, bid-ask spread dynamics, and the factors that shape investor experience in the Indian ETF market.
Anubhav Srivastava — on the web
Content is sourced from publicly available publications. No personalised evaluation or investment advice is provided. All views expressed in media appearances and articles represent the author's perspective at the time of publication. Past commentary does not constitute current investment advice.