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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…
From Froth To Discipline
2025 still has a week left. The year has hardly been a surprise for those who have seen cycles. Actually,…
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…
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,…
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