Pasan Wijesinghe

25/01/2026

In markets driven by headlines and popularity, investors are conditioned to follow attention rather than value. While most capital flows toward well-known, heavily traded stocks, many solid businesses remain ignored simply because they are quiet, unfashionable, or temporarily out of favour. This article examines why those overlooked stocks often hold hidden opportunities — and how patient, disciplined investors learn to benefit long before the crowd arrives.

The quiet power of unpopular stocks Every market has its favourites. At any given time, a small group of stocks dominates headlines, trading volumes, and investor conversations.

23/01/2026

CSE hits 24,000 📈
A strong sign of rising investor confidence and long-term belief in Sri Lanka.

Markets move in cycles. Calm minds, strong fundamentals, and discipline win.

Excitement fades. Strategy builds wealth.

15/01/2026

Most investors wait for the “right time” to invest and miss it. This article explains why market timing usually fails, how emotions quietly shape decisions, and why long-term wealth is built not by prediction, but by discipline and time.

By a long-term equity investor After watching markets rise, fall, crash, recover, and occasionally move nowhere at all, I have noticed something consistent about investors—including professionals: Most of us want to believe there is a right time to invest. We wait for prices to fall.

10/01/2026

Markets move fast, but so does influence—often invisible, always powerful. Before a headline hits, internal pressures in nations are already reshaping economies, trust, and opportunities. Investors who understand these hidden forces don’t just react—they get ahead.

Why Investors Should Watch the Internal Battlefields of Nations. Power Beyond the Battlefield The most powerful forms of influence today rarely arrive with tanks or troops.

09/01/2026

One of the funniest things modern investors do is spend hours studying a stock’s five-year chart, analyzing every detail, and then sell it after just five days. 🤣

If you trusted the company enough to invest in it, it deserves more than a few days of patience.

07/01/2026

Wars make headlines.

Deals move markets.

From energy and trade to currencies and supply chains, geopolitics has become a key driver of investment outcomes.

A must-read for investors and business leaders navigating uncertainty.

Why modern geopolitics looks less like ideology—and more like negotiation backed by power. (An investor’s guide to understanding power, leverage, and future market risk.

05/01/2026

_Daily Morning World Market Update_

Global mood - Cautious risk-on — equities are firming across regions while investors balance strong risk appetite with rising geopolitical and currency crosscurrents.

US markets -

Wall Street closed the first sessions of 2026 with a constructive tone. The NYSE Composite gained 1.05%, while Russell 2000 rose 1.06%, signalling renewed interest beyond mega-cap tech. Nasdaq 100 was marginally softer (-0.17%), reflecting selective profit-taking. Futures point to a steady open, with Dow futures at 48,628 (+12) and S&P 500 futures at 6,911 (+10.75).
Bond markets remain calm: US 10Y yield at 4.19%, while volatility is contained with VIX at 14.5.

Asia market sentiment -

Asia is clearly in risk-on mode, led by North Asia.
❗Nikkei surged 2.82% to 51,759,
KOSPI jumped 2.79% to a record 4,429, Taiwan rallied 2.88%, reflecting strength in semiconductors and export-linked stocks.

❗China was supportive with Shanghai up 0.98% and Shenzhen up 1.83%, while ASEAN markets were steady to positive (Malaysia +0.63%, Singapore +0.55%). India’s Nifty 50 was flat, indicating consolidation after recent gains.

Key macro & geopolitical drivers -

🌍 Geopolitics - The U.S. capture of Venezuela’s President Maduro has injected uncertainty into energy markets. Despite this, Brent crude is steady at USD 60.75, suggesting ample global supply is cushioning risk.

🪙 Commodities - Metals are sending a strong signal — Gold at USD 4,419 (+2.1%), Silver up 6.3%, and Copper up 3.1%, pointing to a mix of rate-cut expectations and industrial demand optimism.

💱 Currencies - The US dollar is firm early in 2026 (USD/JPY 157.2, USD/INR 90.12), which may cap short-term EM inflows despite positive equity sentiment.

What this means for Asian & Sri Lankan investors-

For Sri Lanka, global risk appetite and stable oil prices are supportive, but currency dynamics and capital flow sensitivity remain key to watch.

Calm takeaway -

Markets are opening 2026 with confidence rather than euphoria — strength is visible, but leadership is rotating and risk is being priced carefully. For investors, this is a phase to stay engaged, diversified, and observant, letting global signals guide disciplined decisions rather than chasing momentum.

03/01/2026

Weekly Market Update – Colombo Stock Exchange (Week Ended 02 Jan 2026)

The Colombo market continued its upward bias, with the ASPI rising from 22,068.84 to 22,864.08, reflecting steady momentum with controlled volatility and improving market confidence.

Total equity turnover increased to Rs. 16.96 bn from Rs. 12.35 bn, supported mainly by higher domestic participation, while trading volumes and activity remained broadly stable.

Market sentiment stayed constructive, driven by selective interest in fundamentally strong counters rather than broad-based speculation.

Foreign investors remained net sellers, but the selling pressure was moderate and did not disrupt the overall market direction, indicating resilience from local investors.

Valuation signals show the market trading around a PER of 10.85 and PBV of 1.46, suggesting valuations are fair and still reasonable for long-term capital allocation.

Sector movements indicate gradual rotation rather than excess concentration, a healthy sign for market sustainability.

Key investor insight - Sustainable market advances are built on liquidity, earnings strength, and balance-sheet resilience — not short-term price excitement. This week reinforced the importance of following capital flows alongside fundamentals.

Looking ahead, investors should monitor foreign flow trends, sector leadership consistency, and corporate earnings signals, while positioning portfolios toward businesses with durable cash flows and prudent capital structures.

01/01/2026

Most People Plan Their Year. Very Few Plan Their Wealth.
https://www.linkedin.com/pulse/most-people-plan-year-very-few-wealth-pasan-wijesinghe-iffac?utm_source=share&utm_medium=member_android&utm_campaign=share_via

A new year always brings new hopes, goals, and promises.

But most people enter the year with a full calendar — and no clear wealth plan.

2026 will move fast. The question is not what you want to achieve, but whether your money is prepared to support it.

This article may change how you think about money this year.

2026: The Year You Take Control of Your Money One Year of Planning Can Change the Next Ten Years of Your Wealth, 2026 Is Here — But Have You Planned Your Wealth, or Just Your Life? It is 2026 now. Like most people, you probably started this year with many plans.

31/12/2025

🌍 Global Markets Snapshot | One View, Clear Signals ( 31/12/2025)

Asia-Pacific_
Asian markets closed mostly lower in quiet year-end trading. Investors remained cautious while assessing China’s manufacturing data, with limited risk-taking across the region.

Europe_
European markets showed relative strength, with shares touching fresh records. Mining stocks advanced as precious metals recovered, while defense stocks eased amid ongoing peace-talk headlines.

Commodities_

🥇 Gold rebounded and is on track for one of its strongest years in decades.

🥈 Silver stayed volatile but elevated.

🛢️ Oil prices held steady, balancing geopolitical risks and supply expectations.

Currencies
💵 The U.S. dollar remained firm after Fed minutes highlighted uncertainty around future rate moves.

Market Message
Global markets are closing the year defensively, preserving gains and positioning quietly for the next cycle.

End the year informed. Start the next one ready.

30/12/2025

Colombo Stock Exchange | Daily Snapshot

📅 Date: 30-12-2025 | 📈 Market Summary

The CSE closed the final trading day of the year on a positive note, with key indices showing steady gains. The All Share Price Index (ASPI) rose to 22,445.89, up from the previous day's close of 22,132.33. Similarly, the S&P Sri Lanka 20 Index advanced to 6,111.35, reflecting strong momentum in leading blue-chip stocks.

🔍 Highlights of the Day

❗Market Capitalization stood at Rs. 7.99 trillion, underscoring sustained investor confidence.

❗Total Turnover reached Rs. 3.43 billion, driven by robust activity across equities.

❗Foreign Participation remained notable with purchases of Rs. 96.46 million and sales of Rs. 59.73 million.

❗Among Top Gainers, BOGALA GRAPHITE led with a 22.71% surge, followed by S M B FINANCE and RAIGAM SALTERNS.
Sectoral Momentum was observed in diversified financials, materials, and consumer goods.

📊 Year-to-Date Performance

The ASPI recorded a year-to-date growth of 40.77%, reflecting resilient market fundamentals and recovery-driven optimism. The index peaked at 23,659.70 during the year, highlighting strong upward trajectories amid evolving economic conditions.

💡 Investor Insight

With healthy liquidity, improved foreign inflows, and consistent corporate disclosures, the CSE continues to offer strategic opportunities for portfolio diversification. Market sentiment remains cautiously optimistic as we head into the new financial year.

Stay tuned for more insights and real-time updates on Sri Lanka’s equity landscape.

30/12/2025

🌍 Global Markets Brief | One World, Many Signals.

As the year moves toward its close, markets are slowing down—but speaking clearly.

Asia-Pacific_

Stocks traded mixed to slightly lower as investors locked in profits and stayed cautious in thin year-end trading. The mood is calm, not fearful.

Europe_

Markets opened flat, reflecting balance—hope from easing geopolitical tensions, offset by weakness in defense and selective sectors.

Commodities_

🪙Gold & Silver remain near record highs, showing steady demand for safety.

🛢️Oil edged lower as supply concerns outweighed geopolitical risks.

_Market Message _

This is a pause, not a reversal. Global money is repositioning quietly, waiting for clearer signals in the new year.

In times like these, discipline beats noise.