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Global Bond Market Shock: What Rising US & Japan Yields Mean for Indian Equities
Global fixed-income and currency markets are undergoing a major structural shift, with US long-term Treasury yields climbing above 5%, the…
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Why Thinking Top-down Matters Now?
Is the market showing enough conviction in equity right now? A cursory look at flows will indicate strong domestic conviction…
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The Electronic Component Manufacturing Scheme (ECMS): Moving from Assembly to Deep Value Capture
For equity allocators tracking India’s Electronics Manufacturing Services (EMS) explosion, the initial wave of growth was driven by surface-level box-building…
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Time to Invert
Will the market hold at current levels? Should we deploy money now or should we wait? Is it too late…
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Electric 2W Startups: Decoding the Financial Trajectories of Ather, Ultraviolette, and River
The Indian electric two-wheeler (E2W) market has evolved from a nascent ecosystem into a high-stakes arena of industrial design, aggressive…
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Where Will The Money Go Now?
The return of the FIIs seems to have just begun. After relentlessly selling Indian equities through the entire year in…
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The Biosimilar Patent Cliff: India’s $300-Billion Window Before It Shuts
NITI Aayog’s Frontier Tech Hub report (July 2026) on Bio Economy should be read by institutional allocators as an industry…
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Will The Bull Grip Last
All the action of this result season was reserved for the last week. In the early weeks, the bluechips and…
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The Race Between Asset Classes: The Winner Changes, Your Strategy Shouldn’t
“Should I invest in stocks or gold?” It’s one of the most common question investors ask. But the answer isn’t…
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Q1 Earnings Pulse: Reflation, Resilient Demand, and the Margin Conversion Shift
As Q1 corporate earnings season progresses, earnings delivery is following a distinct narrative: demand remains resilient across the economy, but…
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