Research & insights
The thinking,
written out.
Long-form research, market narratives and the frameworks behind our positions — written for investors who think in years. Published on Substack, collected here.
Contrarian Bet or Value Trap? The Honest Case for Indian ITNot every beaten-down sector is an opportunity in disguise. Sometimes the market is simply repricing reality — here is how we separate the two.Read the essay ↗
The Anatomy of the Microfinance Cycle: Why the Conviction Is Building NowA framework for timing, geography and structured thinking in India’s NBFC-MFI sector.Read the essay ↗
Syrma SGS: Scaling for the next decadeA long-term look at an electronics manufacturing services business.Read on Substack ↗
India’s Nuclear OpportunityPolicy tailwinds and a long runway.Read on Substack ↗
Silver: Rally or Bubble?Demand, supply and geopolitics.Read on Substack ↗
The securities quoted are for illustration only and are not recommendatory. Research is published as at its stated date and is not updated for subsequent events; it does not constitute a current recommendation to buy, sell or hold. Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
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