Read More
Why India’s Market Is Defying Gravity...
On paper, India’s current macro set-up should have pushed equity markets much lower....
Articles in “Editors Keyboard”
Read More
The Quiet Bull Market Beneath the Index...
On the surface, the frontline indices may not be telling the full story of the market....
Read More
India’s Missing Mention: A Contrarian Signal for Indian Equities...
There are moments in markets when silence speaks louder than headlines....
Read More
Discipline Over Drama: Navigating Volatile Markets with Prudence...
In our experience of more than four decades in the investment domain, we have seen investors rarely ...
Read More
When Uncertainty Becomes the Greatest Asset...
April 2026 has placed Indian equities at a familiar, yet uncomfortable, crossroads....
Read More
Why This Recovery Deserves Your Attention...
Markets have a peculiar way of humbling pessimists, sometimes within a week....
Read More
Beyond the Fog of War...
On the night of February 28, as markets remained preoccupied with models...
Read More
The Great Accumulation Window...
I have watched Indian markets through many budget cycles...
Read More
From 1986 to Today: The Market Still Rewards Patience...
As this magazine turns 40, I read today’s West Asia turbulence with a longer memory than most....
Read More
The Death of Indian IT Has Been Greatly Exaggerated...
In my 25 years of watching markets, I’ve learned one thing: panic sells newspapers...