Small Caps H1 FY26: Earnings not justifying Premium Valuations
Small caps are the heroes of the post-Covid cycle, massively outperforming large caps over five years. Yet H1 FY26 numbers and current […]
From Froth To Discipline
2025 still has a week left. The year has hardly been a surprise for those who have seen cycles. Actually, it has […]
The Importance of Liquidity in Personal Finance
Any financial institution in the world places very high importance for liquidity. Many of the world’s leading institutions have survived for centuries […]
Reality Check 2025
As the year slowly draws to a close and the holiday mood sets in over the markets, the mind was thinking about […]
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 themes or […]
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 […]