Exchange Traded Funds (ETFs) are widely seen as simple, low-cost tools to invest in broad markets. But sometimes, ETFs trade at prices that are significantly higher than the actual value of their underlying assets. This mismatch happens when demand for a particular ETF far exceeds the supply of units available in the market. When that occurs, the price you pay on the exchange may be far more than what the ETF is truly worth.
A disturbing pattern is emerging in India’s capital markets. Mutual funds that once prided themselves on valuation discipline are now acting as exit vehicles for venture capitalists and promoters at sky-high prices. The case of Lenskart’s IPO illustrates this perfectly.
Arunasset’s 12-month view on Indian markets can be summed up in one word — Reflation. After two years of disinflation, tight liquidity and elevated real rates, the policy gears are finally shifting toward growth. The Reserve Bank of India’s 50-basis-point rate cut in June, its dovish tone on inflation, and expanding credit all signal a turn to a more supportive monetary environment. The government, meanwhile, continues to prioritise infrastructure spending, using healthy tax revenues to sustain capital outlays. Together, these moves mark the first coordinated reflationary turn since the 2014–17 recovery.
Periods of geopolitical tension or crisis, while unsettling at first glance, have historically presented some of the most compelling opportunities for long-term investors. What begins as turmoil often serves as the foundation for meaningful gains, with major market corrections during such times proving to be powerful inflection points for future returns.
Choosing the right health insurance is no longer optional—it’s essential. Rising medical costs and lifestyle-related illnesses make it critical to have a plan that truly protects you and your family. Here are seven practical tips to help you select the right policy without falling into common traps.