Why Thinking Top-down Matters Now?
Is the market showing enough conviction in equity right now? A cursory look at flows will indicate strong domestic conviction in Indian […]
The Electronic Component Manufacturing Scheme (ECMS): Moving from Assembly to Deep Value Capture
For equity allocators tracking India’s Electronics Manufacturing Services (EMS) explosion, the initial wave of growth was driven by surface-level box-building and final […]
Time to Invert
Will the market hold at current levels? Should we deploy money now or should we wait? Is it too late to chase […]
Electric 2W Startups: Decoding the Financial Trajectories of Ather, Ultraviolette, and River
The Indian electric two-wheeler (E2W) market has evolved from a nascent ecosystem into a high-stakes arena of industrial design, aggressive capital deployment, […]
Where Will The Money Go Now?
The return of the FIIs seems to have just begun. After relentlessly selling Indian equities through the entire year in 2025 and […]
The Biosimilar Patent Cliff: India’s $300-Billion Window Before It Shuts
NITI Aayog’s Frontier Tech Hub report (July 2026) on Bio Economy should be read by institutional allocators as an industry roadmap, not […]
Will The Bull Grip Last
All the action of this result season was reserved for the last week. In the early weeks, the bluechips and nifty heavyweights […]
The Race Between Asset Classes: The Winner Changes, Your Strategy Shouldn’t
“Should I invest in stocks or gold?” It’s one of the most common question investors ask. But the answer isn’t about choosing […]
Q1 Earnings Pulse: Reflation, Resilient Demand, and the Margin Conversion Shift
As Q1 corporate earnings season progresses, earnings delivery is following a distinct narrative: demand remains resilient across the economy, but performance is […]
The Opportunity In Irrationality
Respecting valuation is a fundamental behavioural trait in every good investor. Losing sight of valuation discipline in a soaring, frothy market can […]
The ₹8.60 Spread: Where the Grid’s Profit Pool Is Moving
The Constraint Has Moved: For two decades, Indian power was an infrastructure story: build capacity, close the deficit. That trade is done. […]
Turn Inward
Every investor will always be asking questions. These questions will mostly be targeted at others. We tend to show excessive enthusiasm in […]