INSIGHTS
From our research desk.
Notes on equity research, valuation, and building resilient multi-asset portfolios.
Aug 2026
Substack
Aether Industries: Elementally Innovative
Aug 2026
Substack
Poly Medicure: A MedTech Giant Quietly Preparing for Its Next Growth Cycle
Mar 2026
Why 90% of Retail Investors Underperform the Nifty — And the 4 Mistakes Behind It
Feb 2026
India’s AI Revolution Is Just Getting Started
Jan 2026
Trump’s Tariffs Explained: Why U.S. Consumers End Up Paying the Price
Jan 2026
Volatility Is Not the Enemy: Why Investor Behaviour Matters More Than Market Moves
Dec 2025
The Night Is Darkest Before the Dawn
Nov 2025
Kaynes Technology: Building India’s Deep Technology MOAT in Electronics Manufacturing
Nov 2025
Silver Lining in the Market: Why Long-Term, Research-Driven Equity Investing Wins?
Oct 2025
Don’t Let FOMO Drive Your Investments
Oct 2025
LG Electronics India IPO: Deep Discount Valuation
Sep 2025