Consumption Catalyst
The reliefs given in personal income taxes through the last budget set the stage for reviving domestic consumption. The three interest rate […]
Credit Growth: Signs of a Slowdown with Selective Bright Spots
India’s banking sector has entered a phase of moderation in credit growth. Despite a steady economic backdrop and government emphasis on infrastructure, […]
GST: From Initial Hurdles to Consistent Growth
The introduction of the Goods and Services Tax (GST) in India on July 1, 2017, was an ambitious reform, but its initial […]
Timely Growth Tonic
That GDP data would come out with a hugely positive surprise was not in anybody’s economic script. The RBI growth projection for […]
How We Made Safe Investments for Investors in FY24–25
The year FY24–25 has been one of opportunities wrapped in uncertainties. Equity markets delivered subpar returns, despite NIFTY50 (the benchmark index of […]
Consumption 2030: Tracking the Big Shifts Ahead
India’s consumption landscape is rapidly evolving, powered by three major trends: the rise of Gen Z, surging premiumisation, and the transformation brought […]
Know What Matters Now
There are years when the market does not do much for our portfolio. What we do in those years has a strong […]
India’s Household Savings Puzzle: Low Mortgage Debt, High Consumption Borrowing
Two striking trends are unfolding in India’s household balance sheets. On one hand, net financial savings have plummeted to levels last seen […]
Grappling With Unemployment Fears: Smart Ways To Navigate Challenging Times
TCS’s announcement to layoff 12,000 employees has got every one on edge. After all, TCS is one of India’s largest employers and […]
Think Beyond Tariffs
The tariff trade seems to be heading into its climax. Several countries have concluded their negotiations and reached deals with the US […]
Stress in Retail Loans Emerges as Key Theme in Q1 FY26
Bajaj Finance’s Q1 FY26 earnings are an indicator of what’s happening across India’s retail lending sector: decent growth numbers, but a rising […]
The Investment Balancing Act
When we struggle to find new ideas, hurry to deploy capital, and worry where to invest our money, we know we are […]