Inflation, Currency and Rate Cuts
If we follow the news flow, it would appear that RBI cut interest rates by 0.25% following the US Federal reserve cutting […]
Silent Stress In Indian Markets
A growing disquiet among bottom-up investors has marked the recent weeks. Interestingly, this is happening at a time when the Nifty 50 […]
Diverging Trends in Consumption: Why Category Nuance Matters More Than Ever
India’s consumption sector continues to evolve rapidly – but the headline growth numbers often hide important shifts happening within categories. Our recent […]
Fixed Income Outlook – December 2025
The jury is divided on whether or not the RBI’s December meeting will spell a rate cut. On one hand, the Fed […]
Health Insurance Booster Plans : A Cover for rising medical inflation
Around the time when your annual health insurance policy comes up for renewal, a whole bunch of unknown callers reach out to […]
Growth Has All The Answers
When markets looked overvalued, investors were concerned about their portfolio valuations. They urgently needed data that provided adequate comfort and allowed them […]
Hybrid & Multi Asset Investments : A suitable option for Retirement Portfolios
Retirement investment options in India are evolving and they have some distance to cover before they reach global norms of defined pension […]
India: From Expensive to Essential?
FIIs have been unimpressed with Indian markets for almost five years. India didn’t feed into the high growth AI themes that dominated […]
Energy Sector : Valuation Comfort with increasing potential
Energy is one of the critical elements in the trade negotiations between India and the US. Suppliers around the globe are looking […]
The Art Of Holding Right
Most investors have the greatest difficulty letting their investments run for long time durations. There is a tendency to interrupt a winning […]
Investment Wisdom from Howard Marks: Why Consistency Beats Brilliance
Most investors chase a dream: the brilliant manager who consistently ranks in the top 5%, crushing the market year after year with […]