While markets often react to short-term narratives, some of the most enduring wealth has been created by investors who think in decades, not quarters. Japanese and Korean capital in India offers a powerful case study of this long-term mindset. Across automobiles, financial services, energy, electronics, and manufacturing, they have invested in 2,000+ Indian companies, consistently backing …
Foreign investors have withdrawn nearly ₹1.65 lakh crore from Indian equity markets in 2025.Yet, amid this broad sell-off, one sector is attracting foreign capital like never before: Indian hospitals. Today, nearly half of India’s leading hospital chains are owned or controlled by global private equity. This shift did not happen overnight. The Turning Point: 100% FDI …
~58% Global FX Reserve Share (USD) ~90% FX Trades Involve USD ~80% Global Oil Trade in USD In an era of rising multipolarity, deglobalization pressures, and growing calls for de-dollarization, one question dominates macro discussions: can anything dethrone the U.S. dollar? In this edition, we lay out the structural, financial, and geopolitical architecture that keeps the greenback …
As we approach the final weeks of the financial year, we wanted to share an important market observation that has quietly played out for Indian equity investors over the past several years — something we call The April Theory. What Is the April Theory? Every year, as India’s financial year draws to a close on March …
In the world of technology, few companies have demonstrated enduring dominance quite like Google. Microsoft tried to challenge its supremacy through Bing — and failed.Apple attempted to displace its influence on mobile — and failed. Warren Buffett famously regretted missing Google’s IPO in 2004. But in one of his final investment moves before retirement, …
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One thing that a century of market history teaches us is simple: nothing lasts forever. Markets will rise, markets will fall — and while no one can predict the timing, everyone can prepare. Despite several intermittent crises, Indian Equities have gone up over the long run mirroring earnings growth (153 times in 39 years). What Counts as a “Crash”? …
Donald J. Trump has always viewed the world through a businessman’s lens—even in politics. With a personal net worth exceeding $7 billion, he has consistently used market dynamics to further his broader agenda of “Making America Great Again.” Since returning to power, Trump’s administration has adopted an unapologetically strategic approach: channeling capital into sectors critical to …
a quick, actionable list of 25 Money Skills that can help anyone become financially unstoppable — simple yet powerful habits to strengthen your financial foundation. 1. Saving & Budgeting Build an Emergency Fund: Keep 3–6 months of expenses aside for peace of mind. Follow the 50/30/20 Rule: 50% needs, 30% wants, 20% savings/investments. Zero-Based Budgeting: Assign every rupee a purpose …
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Artificial intelligence is the new buzzword on Wall Street. Today, anyone with a model can raise capital—just like the internet boom 25 years ago, when simply owning a website was enough to attract capital. Most of those companies eventually went bankrupt, yet as Morgan Housel reminds us, history doesn’t repeat, but it often rhymes. Which is …
Gold has just broken every record, soaring past ₹1,13,000 per 10 grams for the first time ever—marking an extraordinary 48% surge over the past year. From central banks in emerging economies to everyday investors seeking security, the yellow metal is attracting unprecedented demand. Even seasoned analysts are turning more bullish. But what’s fueling this extraordinary rise—and what does …
Continue reading “Gold Prices Hit Historic Highs – What’s Driving the Rally?”
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