top of page

Blogs
Xylem Insights


The Relative Strength Paradox: How Future Market Leaders Decouple from the Nifty Trough
The Relative Strength Paradox at the Trough Market troughs rarely align perfectly with index bottoms. Broad indices, shaped by structural...
Shlok Akolia
Oct 26 min read


Platform Businesses- Scale & Win
Background If you drove on India’s highways in the 1990s, you might remember the first time you had to stop at a toll booth. It felt odd...
Nayan Bhodia
Sep 179 min read


When the story is apparent, returns are rare
How obvious stories fool investors Stock markets are full of exceptions and peculiarities. This fact etches a super thin line between it...
Nayan Bhodia
Aug 226 min read


Bottom-fishing And Averaging
It’s about knowing the game, playing it right and making it to the hilltop.
Nayan Bhodia
Aug 15 min read


The Myth of Holding Forever
“The mantra of “buy and hold forever” is often glorified-but in reality, even the most successful investors sell, trim, and churn their portfolios when needed.”
Shlok Akolia
Jul 235 min read


Volatility Isn’t the Enemy. Complacency Is
At Xylem, we neither claim nor possess the ability to time the absolute top or bottom of the market. That kind of precision belongs more...
Vinit Gala
Jul 62 min read


How Money Moves: The Fintech Edition
India’s fintech story is nothing short of a revolution. Over the last decade, technology has completely reshaped how people manage money,...
Vinit Gala
Jul 54 min read


The Great Indian Liquidity Tug of War: Mutual Fund Cash vs Promoter Exits & IPOs
Liquidity is the lifeblood of the stock market- when it's abundant, markets thrive; when it dries up, panic sets in. This blog explores...
Nayan Bhodia
Jun 265 min read


Why Your Portfolio Needs More Equity—Now, More Than Ever
As part of our work, we review asset allocations across dozens of client portfolios and one pattern is crystal clear. Most investors are...
Vinit Gala
Jun 222 min read
bottom of page