Why Good Stocks Still Hurt Your Returns—Even in Today’s Market

Dear Reader,

Last week, a seasoned investor from Delhi reached out with a question that’s on many minds right now:

"I pick good companies-but with markets falling and volatility spiking, my returns barely budge. Am I missing something?”

He wasn’t chasing penny stocks or hot tips. He held recognisable businesses with solid balance sheets.

Yet, as Indian markets saw sharp sell‑offs recently - with benchmark indices sliding and volatility peaking amid geopolitical and macro pressures - the pain in his portfolio was real."

Across sectors, even quality names have struggled as Foreign Portfolio Investors pulled back from IT stocks due to AI disruption fears, and Nifty & Sensex dipped on risk‑off sentiment. Many long‑term investors are wondering why strong fundamentals aren’t translating into strong returns.

Here’s the hard truth:

  • Good companies don’t guarantee good returns if you buy at the wrong price.
  • Valuation matters - especially in a volatile environment where sentiment, sector flows and macro news drive sharp repricings.
  • Buying without understanding real value drivers leaves you vulnerable when markets wobble.

That’s exactly why The Economic Times is hosting the Value, Valuation & Sector Dynamics Masterclass - to help serious investors cut through the noise and invest more strategically, even in the current scenario of choppy markets.

Over four intensive days, you’ll learn to:

  • Identify undervalued stocks with genuine upside - not just popular names
  • Judge a company’s true worth using proven valuation models
  • Understand sector flows & macro dynamics that shape returns
  • Spot moats, financial strength & red flags early
  • Know exactly when to buy, hold, or exit - even under volatility

With 15+ real case studies and expert‑led frameworks, you’ll walk away with skills you can use in real markets - not just theory.

If you want better investment outcomes - even when markets feel unpredictable - this is the path that shows you how to value stocks the right way.

Register Now

Warm Regards,

The Economic Times

This email is for educational purposes only and does not constitute investment advice.