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Reality Check 2025
As the year slowly draws to a close and the holiday mood sets in over the markets, the mind was…
Liquidity, Leverage, and Risk
When money goes into the wrong parts of the equity market, and when it flows in great excess to what those…
Why Are Central Banks Obsessed With Gold?
Let’s look at an interesting data point. Since 2022, Central Banks have bought upwards of a thousand tonne of gold…
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…
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…
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.…
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,…
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…
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…
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…
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