Economic Outlook
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Making Sense of the AI Boom… Follow the Money
Explore how Nvidia, Microsoft, OpenAI, Amazon and AI infrastructure companies are fueling the AI boom through capital loops, cloud spending, GPUs and data centers. Understand the risks, opportunities and future of AI investing.
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Middle East Tensions: What Should Indian Equity Investors Actually Track?
How Israel–Iran–US tensions impact Indian equities through oil prices, currency volatility, inflation risks and corporate earnings resilience, and why portfolio construction matters most during geopolitical stress.
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The Union Budget 2026-27
Explore the key highlights of Union Budget 2026–27, including capital expenditure, MSME support, infrastructure push, tax reforms, STT changes, and sector-wise impact on manufacturing, agriculture, energy, and financial markets.
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The Rupee in Context: Macroeconomics and Portfolio Considerations
India’s economy remains strong, yet the rupee continues to depreciate. Understand the macro drivers, RBI stance, and how investors should align portfolios for global goals.
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Why Headline Inflation Misleads Urban Investors: Planning for Your Real Inflation Rate
India’s headline CPI understates the real inflation faced by urban households. Learn how higher costs of housing, education, healthcare and services impact long-term wealth and retirement planning—and how to plan smarter.
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The Great Indian Monopoly Illusion
Regulated monopolies in India offer stability but limited upside. Understand why monopoly power doesn’t always mean pricing freedom or superior investor returns.
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Union Budget 2024-25: Key Highlights for Investors
The budget brings a number of important changes relevant for investors . In a nutshell it seeks to keep the growth agenda intact while maintaining fiscal prudence.
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Union Budget 2024: Continued Capex with Fiscal prudence
The recent budget revealed that the government has opted to maintain the status quo which is understandable for an interim budget.
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India’s Sectoral Surge: Quick Take
As you navigate the complex yet exciting landscape of India’s economy, it’s crucial to stay informed about the dynamic sectors that are shaping our market.
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Gujarat Pipavav Ports Annual Report for 2023: Key Takeaways
Analyzing GPPL’s annual report we have compiled a report, with an overview of business operations, expansion plans laid out by the management, and financial performance as well as our observations.
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RBI pauses rate hikes, what does it means for investors?
Reserve Bank of India’s decision to pause on rate hikes, by retaining the key lending rate at 6.5% came as a surprise for the market.
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Union Budget 2023-24: Road to Growth
By reducing personal tax rates as well as surcharges on the super-rich, the budget aims at promoting consumption.
