In my last post, I laid out the uncomfortable reality: Sensex down 10,700 points, Nifty off nearly 12%, FIIs pulling out over Rs 1.04 lakh crore, crude above $100, and a Middle East conflict threatening global oil supply. If you read that and felt paralysed, that is a completely rational response. But paralysis is only useful for so long. At some point, the question stops being "how bad is it?" and becomes "what do I do now?" That is what I want to think through today. First,

Honestly, this is one of the more uncomfortable market environments I have seen in a while. The Sensex is down over 10,700 points since January. The Nifty has shed nearly 12%. Foreign investors have pulled out more than Rs 1.04 lakh crore from Indian equities in 2026 alone. Crude oil is back above $100 per barrel. And there is an actual war playing out in the Middle East that is threatening the world's most critical oil supply route. If your portfolio is looking beaten up rig

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