Flows Are Strong – So Why Aren’t Markets Moving?
Despite elevated domestic inflows (USD 119 billion since March 2024), Indian equity markets have delivered muted returns in recent months. This divergence […]
Time to Be Selective
After years of rising tides lifting most boats, investors now face a fundamentally different landscape—one where selectivity, not market beta, will determine […]
Global MNCs Monetizing India: The Strategic Stake Sale Phenomenon
The Indian equity market is witnessing a new trend in recent years – global multinational corporations (MNCs) are increasingly divesting stakes in […]
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 […]
SMID’s Unstoppable Streak and the Case for a Cautious Pivot to Large Caps
The small and mid-cap (SMID) sector has been on a remarkable journey, delivering exceptional returns that have left many investors wondering if […]