5 Ways To Manage Portfolio Risk!
Risk is a fact of investing. Risk always exists and can only be managed well. Look around: while investors define risk in […]
The Great Divergence
When we look at how FIIs and DIIs are viewing the Indian market now, we get the feeling that both are investing […]
Global MNCs Monetizing India: The Strategic Stake Sale Phenomenon
The Indian equity market is witnessing a new trend in recent years – global multinational corporations (MNCs) are increasingly divesting stakes in […]
Nifty 50 Index Changes Really Benefit Passive Investors
The National Stock Exchange (NSE) announced changes to the Nifty 50 index on August 22, 2025. Effective September 30th 2025, InterGlobe Aviation […]
Consumption Catalyst
The reliefs given in personal income taxes through the last budget set the stage for reviving domestic consumption. The three interest rate […]
Credit Growth: Signs of a Slowdown with Selective Bright Spots
India’s banking sector has entered a phase of moderation in credit growth. Despite a steady economic backdrop and government emphasis on infrastructure, […]
GST: From Initial Hurdles to Consistent Growth
The introduction of the Goods and Services Tax (GST) in India on July 1, 2017, was an ambitious reform, but its initial […]
Timely Growth Tonic
That GDP data would come out with a hugely positive surprise was not in anybody’s economic script. The RBI growth projection for […]
How We Made Safe Investments for Investors in FY24–25
The year FY24–25 has been one of opportunities wrapped in uncertainties. Equity markets delivered subpar returns, despite NIFTY50 (the benchmark index of […]
Consumption 2030: Tracking the Big Shifts Ahead
India’s consumption landscape is rapidly evolving, powered by three major trends: the rise of Gen Z, surging premiumisation, and the transformation brought […]
Know What Matters Now
There are years when the market does not do much for our portfolio. What we do in those years has a strong […]
India’s Household Savings Puzzle: Low Mortgage Debt, High Consumption Borrowing
Two striking trends are unfolding in India’s household balance sheets. On one hand, net financial savings have plummeted to levels last seen […]