Evolving Landscape in the Indian Beverage Sector
The Indian Carbonated Soft Drink (CSD) market is undergoing a notable evolution. While the entry of Reliance-backed Campa Cola has heightened sector […]
Free Hit In Value Investing
Equity clearly remains the preferred asset class right now. This has more to do with other asset classes like real estate and […]
Who Moved the Cheese in the Luggage Industry?
If you walked into a luggage store a decade ago, the script was predictable. You’d haggle over a heavy, two-wheeled soft trolley […]
Investing for Your Child: What Most People Get Wrong
Imagine your child comes to you tomorrow and they say “I got into a university abroad” or “I want to take a […]
The Contrarian Edge
Contrarian investing, when done with a strong valuation alignment, can be very powerful even while investing in thematic mutual funds. This is […]
Where the Real Alpha Lies in the Electric Vehicle Theme
For investors in Indian equities, evaluating the electric vehicle (EV) ecosystem has long felt like tracking a moving target. Evolving subsidies, ambitious […]
Will Results Turn The Tide?
Taking a contrarian position in a theme in the face of adverse public opinion is never going to be easy. When consensus […]
Have you considered “Transition phase financial plan” for yourself ?
Marriage, a career pivot, a new child – each one arrives as a celebration and leaves your old financial plan quietly obsolete. […]
Consumption sector: Q1 FY27 results expectation and the demand resilience
The data from the Q1FY27 business updates from consumption companies explicitly shows that the “consumption demand is resilient”. 1. Broad-Based growth When […]
The Opportunity In Fear
When pessimism peaks, nobody wants to stick their neck out. Everybody wants the pessimism to abate so that they can invest with […]
Auto Retail Sales Continue to Show Resilience in Q1 FY27
The first quarter of FY27 has delivered exactly the kind of broad-based, accelerating demand we like to see at the start of […]
The Revolving Door Of Opportunity
We are affected by the extreme volatility in this year’s top-performing markets. Even when those markets look vulnerable, we are actively considering […]