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 […]
India: From Expensive to Essential?
FIIs have been unimpressed with Indian markets for almost five years. India didn’t feed into the high growth AI themes that dominated […]
Energy Sector : Valuation Comfort with increasing potential
Energy is one of the critical elements in the trade negotiations between India and the US. Suppliers around the globe are looking […]
The Art Of Holding Right
Most investors have the greatest difficulty letting their investments run for long time durations. There is a tendency to interrupt a winning […]
Investment Wisdom from Howard Marks: Why Consistency Beats Brilliance
Most investors chase a dream: the brilliant manager who consistently ranks in the top 5%, crushing the market year after year with […]
Is Your Portfolio Positioned Right?
The ghost of The Big Short returned to make a cameo appearance just after Halloween. The timing could not have been more […]
Is India’s Growth Story Gaining Traction?
1. Government Spending Takes off Recent data shows the central government’s capital expenditure surged nearly 40% year-on-year in H1 of FY26 (April–September) […]
This Will Not End Well!
The IPO fever has just begun. At least, that is what the success of the Lenskart IPO seems to be suggesting. We […]
Foreign Capital Rotation
China and Gold shine, but India’s domestic engine keeps markets steady Foreign investors have not fled India — they’ve rotated. After two […]