Re-Entering Indian Equities: Selectively, Gradually, With Valuation Discipline WHAT MADE US STAY OUT? For much of the past two years, patience itself was an investment decision for us. At a time when valuations across large parts of the market appeared disconnected
Click to Download the Article AI Is Winning the Race for Capital. Who Pays The Price? The AI boom has created a new kind of “crowding-out” For most of economic history, “crowding-out” was a government problem. In the 1980s, the debate
The Calm Before The Credit Strom: How Stable Is Private Credit Investing Today? Private credit markets have grown rapidly in recent years, but rising interest rates and hidden liquidity risks are raising concerns about their stability For the past few years,
From Cash Cows to Code Red? The Wake-Up Call for Indian IT In recent weeks, India’s IT sector, long regarded as the economy’s dependable backbone, has entered turbulent waters. The Nifty IT index has fallen nearly 17% over the past month,
How to Invest in US Stocks From India (2026 Guide): Smart Ways to Access the US Stock Market From India Intro: Investing in the US stocks market from India is now seamless. Here’s the complete 2026 guide on how Indian and
BUSTING MYTHS: INDIAN MARKETS AT 22 P/E?Despite the recent rally, the consensus bullish narrative on India is that “Indian markets are not overly expensive. Headline P/Es for the Nifty 50 & other benchmarks still look reasonable relative to history and global
Iceland's Meltdown: How the Yen Carry Trade Broke a NationIn 2008, Iceland suffered a catastrophic financial collapse: its three largest banks failed in a single week, with their assets ballooning to over 10× the country's GDP. With a population of just 320,000, Iceland experienced
How to Invest in China’s Stock Market from India (2026 Guide) Routes, rules, taxes, ETFs, risks, examples & a practical timeline If you are based in India and want to invest in China’s stock market, you can do so through Indian
Rising Sun, Rising Yields: Will Japan trigger the next Global shake up? While global headlines fixate on rising U.S. Treasury yields, why one should be even more worried about Yields rising in Japan? Recently, Yields on Japanese Government Bonds (JGBs) – especially longer
Lessons from History: Smoot-Hawley Act vs Trump Tariffs From Smoot Hawley Act to Trump Tariffs: Are We Sleepwalking into Another Recession? In the high-stakes game of global trade, history has a way of whispering warnings. But will anyone listen? Nearly a
