BUSINESS
Markets may debate it, but Budget 2026 chose realism for a quiet reset in policy priorities
Overall, the Budget is unlikely to materially alter the medium-term outlook for equities. Rather, it reinforces the view that the past 15 months have marked a reset – shaped by geopolitical shifts and global macro uncertainty.
BUSINESS
Trump's tariff war: Learnings from Indian man-made reset
The key takeaway from India's experience with the demonetisation exercise is that the economy is not something that always needs to be treated with kid gloves, and also that such resets could yield trends that could be taken advantage of.
BUSINESS
Mindful asset allocation the key to investment success
Investment success is not just about past returns but about consistency and experience across market cycles.
BUSINESS
Of all-time highs, drawdowns and dos and don’ts for investors
BUSINESS
Mind the gap between economic growth and index returns
BUSINESS
Super-compounders: Extraordinary stocks that have outperformed
BUSINESS
How to make volatility your friend
BUSINESS
Does India’s bright GDP outlook guarantee runaway equity returns?
BUSINESS
Unlocking state economic activity – key to harness India’s growth potential
BUSINESS
Valuation creep signals investors should prepare to hold for the really long term
BUSINESS
FII experience in India holds key lessons for retail investors
BUSINESS
Shareholder Experience – Better or Bitter!
BUSINESS
Contextualising valuations in Indian markets – The big picture
BUSINESS
Can goods producers continue to have their cake and eat it too?
