Blog
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…
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Turn Inward
Every investor will always be asking questions. These questions will mostly be targeted at others. We tend to show excessive…
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Mid-Year Financial Checkup: Is Your Financial Plan Still on Track?
As we reach the middle of the year, most of us naturally take a step back and review different aspects…
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Evolving Landscape in the Indian Beverage Sector
The Indian Carbonated Soft Drink (CSD) market is undergoing a notable evolution. While the entry of Reliance-backed Campa Cola has…
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Free Hit In Value Investing
Equity clearly remains the preferred asset class right now. This has more to do with other asset classes like real…
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Who Moved the Cheese in the Luggage Industry?
If you walked into a luggage store a decade ago, the script was predictable. You’d haggle over a heavy, two-wheeled…
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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…
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The Contrarian Edge
Contrarian investing, when done with a strong valuation alignment, can be very powerful even while investing in thematic mutual funds.…
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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…
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Will Results Turn The Tide?
Taking a contrarian position in a theme in the face of adverse public opinion is never going to be easy.…
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