Insight Center

Finding the Next Alpha

Cash Is King: Navigating the crude shock and India’s structural shift

Market Correction Update: Current Phase and Outlook

The Tourism Multiplier: How Travel Is Becoming India’s Next Growth Flywheel

A 500-Year View: Why India Is the Next Engine of Global Growth

Separating the Wheat from the Chaff: Avoiding Blowups in Small Caps

Zooming Out: India’s Long-Term Opportunity Through the East Asian Growth Lens

Small Caps Are Not Dead: The Data Says Otherwise

Twelve Years of Investing Lessons: A guiding lighthouse for volatile waters

Where Is the Bubble: Going Granular Beyond Index Headlines

Beginning or End of the Road: Reading the Small-Cap Cycle

Brace for Election Volatility: A 32-Year GDP Record Says It Will Be Short-Lived

This Market Has Much More Steam Left: Volatility Is Not Risk

Volatility Is the Price of Admission

Baniya Budhi: The Uncommon Common Sense to Investing

India Decoupling: From Its Own Older Self

Inflation, Interest Rates, and the Capex Reset: Why Moderate Inflation Is a Feature of Expansion

Through The Volatility: Diamonds In The Rough In Indian Auto

2003 Redux: Why Cash-Generating Businesses Will Beat IPO Froth

Snakes And Ladders: Why Smart Money Stays The Course

The Bull Run Has Steam Left: Capex, Deleveraging, And The Long View

A Feeling Of Déjà Vu: India On The Cusp Of A Multi-Year Rebound

Peak 50,000 Captured: Why Small Caps Are Set To Catch Up

Markets Vs Economy: Build A Buying List, Buy On Dips

A Strange Dichotomy: Markets Celebrate Liquidity As The World Battles A Pandemic

Businesses Not Stocks: A Longevity Stress Test Of The Portfolio

Light At The End Of The Tunnel: Reading The Cycle Through Howard Marks

The Wait Gets A Little Longer: Government Awakens, Greenshoots Appear

The Darkest Hour Before The Dawn: Why Small Caps Are Oversold