Investors who entered the markets in the last 2 years have increasingly been asking the question — “Where are my returns?”   This concern is understandable, as the Nifty has largely been hovering in the 24,000–26,000 range for nearly two years despite multiple phases of volatility and global uncertainty. While such periods may feel unusual …

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Allow me to introduce you to India’s unluckiest investor.   Every single year for 35 years — from 1991 to 2025 — he invested ₹1 lakh in the Sensex. Not on any random day. Not after careful research. He invested precisely at the 52-week high. The absolute worst moment every year, without exception.   He …

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You’ve worked hard to build your wealth — your home, your investments, your savings, your business. But here’s a question most people avoid: What happens to all of it when you’re no longer around?   Estate planning is not a topic reserved for the elderly or the ultra-wealthy. It is one of the most important …

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What No One Tells You — Until It’s Too Late The Retirement Conversation India Keeps Avoiding   Retirement is not an event. It is a state of financial independence that you either plan for — or stumble into unprepared. In India, we are good at planning weddings, children’s education, and home purchases.   But retirement? …

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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 31st, equity markets tend to witness a phase of selling pressure — often …

Continue reading “March dip may be an opportunity!”

~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 …

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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 …

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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 …

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~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 …

Continue reading “Why the Dollar Remains King”

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 …

Continue reading “March dip may be an opportunity”