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 is done. […]
Turn Inward
Every investor will always be asking questions. These questions will mostly be targeted at others. We tend to show excessive enthusiasm in […]
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 of our […]
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 heightened sector […]
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 estate and […]
Who Moved the Cheese in the Luggage Industry?
If you walked into a luggage store a decade ago, the script was predictable. You’d haggle over a heavy, two-wheeled soft trolley […]
Investing for Your Child: What Most People Get Wrong
Imagine your child comes to you tomorrow and they say “I got into a university abroad” or “I want to take a […]
The Contrarian Edge
Contrarian investing, when done with a strong valuation alignment, can be very powerful even while investing in thematic mutual funds. This is […]
Where the Real Alpha Lies in the Electric Vehicle Theme
For investors in Indian equities, evaluating the electric vehicle (EV) ecosystem has long felt like tracking a moving target. Evolving subsidies, ambitious […]
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. When consensus […]
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 quietly obsolete. […]
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 growth When […]