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 […]
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 start of […]
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 landscape. Periods […]
Decoding the Economy for Portfolio Strategy
To find the real investment signals, you must look past the aggregate indices and examine the raw, on-ground data and structural economic […]
The Recency Bias Trap: Why Investors Buy the Past and Sell the Future
If you have looked at your investment portfolio over the last 24 months, you could be forgiven for feeling a sense of […]
Rural demand and Minimum Support Prices (MSP) hike
The government announced a modest 5.4% YoY increase in MSP for Kharif crops for FY27- the slowest hike since FY23. Crop-wise MSP […]
Dumping Tech, Buying Infrastructure: Tracking the FII Pivot in FY 2026
The 12-month FII flow data in FY26 reveals a market where selling has been the dominant theme, with 10 out of 16 […]
The Indian Consumer: Built for Resilience
While the Middle East conflict and global headwinds create noise, the data indicates that the Indian consumption story is entering this period […]
FY26 Auto Sector Wrap-Up: Premiumization and Resilience Drive a Record Year
As we closed the books on FY26, the Indian automotive industry has proven its mettle. Despite whispers of production disruptions and demand […]
The rise of Convenience Economy: From Milk to Maids
The definition of the “Convenience Economy” in India has undergone a profound evolution. over the last one year. What began as a […]
India Consumption Pulse: Urban Tailwinds, Rural Watchpoints
India is entering the current phase of geopolitical uncertainty — including the emerging Iran war–related energy and trade disruptions — from a […]
Low near‑term returns often precede strong gains
Over the past two decades, the S&P BSE 500 has gone through several periods when even two‑year rolling returns have been in low single […]