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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…
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…
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…
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…
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