Insights

We close the financial year 2025-26 as we began it, navigating uncertainty with a clear eye on what endures. The past quarter has been marked by one of the more...

Recent geopolitical developments involving the United States, Israel, and Iran have led to heightened volatility across global financial markets. While the escalation has increased near-term uncertainty, particularly around energy prices...

Mid and small caps have long carried a reputation for risk: sudden plunges that wipe out value in days, sharp drawdowns that can shake even the most confident investors, and...

As the year closes, 2025 is ending not with exhaustion, but with acceleration beneath the surface. The macro narrative that dominated much of the past twelve months is now giving...

Markets are like the ocean. Calm waters feel safe, but storms are inevitable. Investing in the markets over the past year may feel like rough waters, testing patience and shaking...

India is entering a new era of economic optimism. A rare alignment of macro tailwinds—softening inflation, decisive monetary policy, and bold fiscal support—has now been amplified by the government’s landmark...

India's equity market is entering a powerful new phase of optimism, driven by a rare and historic alignment of macroeconomic forces. For the first time in many months, a potent...

Major U.S. policy shifts have stoked uncertainty. In his bid to reduce trade deficit and Make America Great Again, Mr. Trump announced increased import tariffs followed up with reciprocal tariffs...

When bear markets occur and the investment mistakes of the prior cycle are revealed, bearish investment commentary tends to intensify. There is a confessional, self-flagellating quality to some of this...

In 2025, global equity markets could face an environment characterized by several crosscurrents. Global investors expect next year to witness a higher dispersion across stocks, styles, sectors, countries and themes....