Blog
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.…
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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…
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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…
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The Opportunity In Fear
When pessimism peaks, nobody wants to stick their neck out. Everybody wants the pessimism to abate so that they can…
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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…
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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…
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Your Retirement Plan Looks Perfect on Paper. But Can It Survive Reality?
Retirement planning is not about building the perfect plan. It is about building a plan that survives imperfection. Markets deliver…
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From Macro Anxieties to Micro Opportunities
The war we dreaded seems to be slowly grinding to an end. The oil we needed is finally moving through…
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The Hidden Risk of Having Most of Your Wealth in ESOPs
In recent years, ESOPs have become one of the most powerful wealth creation tools for employees. Stories of startup employees…
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100 Days of Geopolitical Conflict: Separating Market Noise from Economic Reality
It has been approximately 100 days since the geopolitical escalation involving the US, Israel and Iran altered the global macroeconomic…
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