Electric 2W Startups: Decoding the Financial Trajectories of Ather, Ultraviolette, and River
The Indian electric two-wheeler (E2W) market has evolved from a nascent ecosystem into a high-stakes arena of industrial design, aggressive capital deployment, […]
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. […]
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 […]
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 […]
The Discipline Advantage: Build Portfolios That Survive Volatility
When Investing Felt Easy In 2021, investing felt easy. Stocks corrected, we panicked for a week, and markets bounced back stronger than […]
The Return of Drawdowns
Making sense of a drawdown is something investors are being forced to do after a very long time. After the brutal Covid […]
Recency Bias Returns
The resurgence in Covid cases has once again triggered Covid trades. Investors are going back to what worked last year in the […]
Impact of Elections on Your Portfolio
An election year throws up a series of questions on the outcome, approach, and tactics of political parties as they race to […]
Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
There Is More To Investing Than Returns
https://soundcloud.com/ithought-advisory/there-is-more-to-investing-than-returns Podcast Transcript There is more to investing than just generating returns. There has to be a larger purpose. Investing is […]
The Opportunity in Crisis
https://soundcloud.com/ithought-advisory/the-opportunity-in-crisis Podcast Transcript: Clearly, our markets have walked into a crisis we could have avoided. It was in good measure… our […]
Time To Be Proactive
A relatively insignificant event triggered a massive scare in Indian financials on Friday. But, the story does not lie there. It lies […]