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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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The Opportunity In Irrationality
Respecting valuation is a fundamental behavioural trait in every good investor. Losing sight of valuation discipline in a soaring, frothy…
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The ₹8.60 Spread: Where the Grid’s Profit Pool Is Moving
The Constraint Has Moved: For two decades, Indian power was an infrastructure story: build capacity, close the deficit. That trade…
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Turn Inward
Every investor will always be asking questions. These questions will mostly be targeted at others. We tend to show excessive…
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Mid-Year Financial Checkup: Is Your Financial Plan Still on Track?
As we reach the middle of the year, most of us naturally take a step back and review different aspects…
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Evolving Landscape in the Indian Beverage Sector
The Indian Carbonated Soft Drink (CSD) market is undergoing a notable evolution. While the entry of Reliance-backed Campa Cola has…
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Free Hit In Value Investing
Equity clearly remains the preferred asset class right now. This has more to do with other asset classes like real…
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