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Quarterly Equity Market Update: December 2025
Quarterly Equity Market Update: December 2025 Quarterly Equity Market Update Executive Summary As we enter the final month of 2025, Indian equity markets are navigating a complex phase of “growth vs. valuation.” While the domestic economy delivered a stunning 8.2% GDP growth in Q2 FY26, surpassing all estimates, equity benchmarks have faced selling pressure in November and early December. The Nifty 50, after reclaiming record highs in November, has recently corrected, weighe

Ankur Kapur
3 min read


India's Strategic Positioning in a Multipolar World
The world is changing rapidly, and the old rules don't apply anymore. But if we can balance ancient wisdom with modern realities, maintain our growth trajectory while preserving our independence, and navigate between competing powers without losing our soul, there’s a strong possibility that this could truly be India's time to become a grown up lion.

Ankur Kapur
5 min read


Riding the Wave: What's Really Happening in India's Investment Markets Right Now
You know, there's this Buddhist idea that everything is constantly changing - nothing stays the same forever. It's funny how we barely notice the Earth spinning at 1,670 km/hour beneath our feet, yet we get anxious about daily market movements that are just as natural.

Ankur Kapur
3 min read
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