THE CONTRARIAN FLIP: WHERE THE NEXT ALPHA MAY EMERGE
September 2026
8 min read
Vignesh
India’s market leadership may be shifting as stretched cyclicals lose momentum, creating opportunities in undervalued large caps and defensives.
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THE AI CAPEX BOOM
August 2026
8 min read
Vignesh
A financial and macroeconomic analysis of AI infrastructure spending, hyperscaler investments, cash-flow pressures, and market implications.
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India's Large Caps: Cheaper, Cleaner, and Under-Owned
July 2026
8 min read
Vignesh
India's overlooked large caps contrast with concentrated emerging-market gains driven by semiconductor
technology leaders globally.
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India Macro Monitor
June 2026
8 min read
Vignesh
Despite rupee weakness and sustained foreign selling, India’s market correction has opened compelling
opportunities in select value and growth sectors.
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Hormuz Crisis as Catalyst? India’s decadal opportunity
May 2026
8 min read
Vignesh
India’s response to the Hormuz crisis is creating new growth in energy, defence, transport, farming, and
manufacturing sectors.
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Positioning Ahead of the Turn
April 2026
8 min read
Vignesh
Nifty 50 transitioning to fair valuations; volatility rising, large-cap stocks offer better risk-reward amid
market-wide correction and cautious sentiment.
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Short Term Pain - Long Term Gain
March 2026
8 min read
Vignesh
A perspective on how geopolitical shocks and crude price spikes create short-term volatility but
historically present long-term opportunities for equity investors.
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Will Stimulus Support Consumption Economy?
February 2026
8 min read
Vignesh
Understanding the divergence between slowing investment activity and stabilizing consumption in India’s
current economic cycle.
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Index Target For 2026
Jan 2026
8 min read
Vignesh
An analysis of how market sentiment shapes year-ahead index forecasts and why these projections often
diverge from actual market outcomes.
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Market-Cap Reality vs. Fund Flow Distortion
December 2025
8 min read
Vignesh
India’s markets show imbalance as mid and small caps attract high flows despite risks, while consumption
recovery offers selective investment opportunities ahead.
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