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 […]
When “What Worked” Becomes “What Hurts”: The Gold/Silver Chase Trap
AMFI’s January 2026 mutual fund inflow numbers are a fresh reminder that investor psychology doesn’t change easily: money keeps rushing into whatever […]
The ₹1 Crore Journey: Large, Mid and Small Caps from 2018 to 2026
The Case Against “Chasing” Small Caps Imagine three investors, each with ₹1 crore to deploy in January 2018 (Peak of small caps […]
Uncomfortable reset
Indian equities are undergoing a healthy but uncomfortable reset in the broader market even as the headline Nifty 50 index is only […]
2025 Auto Retail Data: Key Takeaways for Equity Investors
The Indian automotive sector delivered a solid finish to 2025, with total retail sales reaching 2.81 crore units, representing 7.71% year-over-year growth. […]
Small Caps H1 FY26: Earnings not justifying Premium Valuations
Small caps are the heroes of the post-Covid cycle, massively outperforming large caps over five years. Yet H1 FY26 numbers and current […]
Diverging Trends in Consumption: Why Category Nuance Matters More Than Ever
India’s consumption sector continues to evolve rapidly – but the headline growth numbers often hide important shifts happening within categories. Our recent […]
Investment Wisdom from Howard Marks: Why Consistency Beats Brilliance
Most investors chase a dream: the brilliant manager who consistently ranks in the top 5%, crushing the market year after year with […]