RECENT ACTIVITY
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| # | Type | Title | Description (Click to open) | Date |
|---|---|---|---|---|
| 11 | MACRO | Note on MPC Policy - June 2026 | Turning positive on duration | 10-06-2026 |
| 12 | MACRO | Investment note on Nifty digital Index | Opportunity within the New age, IT and Telecom sectors | 05-06-2026 |
| 13 | STRATEGY | Market Outlook - May 2026 | View details | 31-05-2026 |
| 14 | MACRO | Lending Sector Allocation | Tactical positivity on the Indian banking sector | 12-05-2026 |
| 15 | MACRO | Precious Metals Outlook | Outlook on Gold and Silver | 02-05-2026 |
| 16 | MACRO | Global AI trade and its plausible reversal | India can be a major beneficiary of the AI reversal trade | 25-04-2026 |
| 17 | STRATEGY | Market Outlook - April 2026 | Portfolio performance and Macro outlook | 20-04-2026 |
| 18 | MICRO | Thesis on Momentum - Smart Beta Strategy | Initiating thesis on Momentum amidst market volatility | 17-04-2026 |
| 19 | MACRO | Note on RBI MPC Policy - Apr'26 | Supply-side inflation risks are re-emerging within the Indian economy after years. How will the RBI... | 10-04-2026 |
| 20 | STRATEGY | Navigating through Turbulent times part 2 - Maintain bullish stance | Navigating through Turbulent times part 2 - Maintain bullish stance | 30-03-2026 |
MACRORESEARCH
Focuses on understanding global economic trends, policy shifts, and market cycles. This broader perspective brings clarity to uncertainty and supports informed, long-term decision-making.
STRATEGY
NOTES
Energy Sector - The Powerhouse of India's Growth Story
16-01-2026
Industrial Metals - Strategic Allocation
28-01-2026
EMS Industry outlook
04-03-2026
Navigating through Turbulent Times
04-03-2026
Navigating through Turbulent times part 2 - Maintain bullish stance
30-03-2026
Market Outlook - April 2026
20-04-2026
Market Outlook - May 2026
31-05-2026
Market Outlook - June 2026
30-06-2026
Thinking Big Picture
02-10-2026
Hopelessness is an opportunity
27-10-2026
