Indian Markets and the Oil Shock Good Earnings, Bad Headlines India Inc. delivered its best profit growth in ten quarters, and the Nifty responded by falling for seven straight weeks. Nifty 50 companies grew profit 18% year on year in April–June 2026, yet the index closed at 23,140 on 25 September, about 12% below its January peak. The reason sits in the Strait of Hormuz. This piece looks at what the West Asian oil shock has done to Indian equities and bonds, how large, mid a

Narayana Hrudayalaya is India's most efficient large hospital chain, built on a founder-driven, industrialised care delivery model that generates strong cash flows from the India and Cayman businesses.

HDFC AMC is India's highest-quality listed proxy on the structural financialisaton of Indian household savings.

Cemindia Projects Limited (formerly ITD Cementation India, NSE: CEMPRO, BSE: 509496) is a 95-year-old heavy civil and EPC infrastructure contractor.

Six Years of Euphoria, Then the Pendulum Swings There is a rhythm to markets that most investors sense but few act on wisely. "We may never know where we're going, but we'd better have a good idea where we are." - Howard Marks For nearly six years — from the pandemic lows of March 2020 through much of 2025 — Indian equity markets delivered a remarkable bull run. The Nifty 50 climbed roughly 3.4 times from its Covid trough of 7,610 to a peak above 26,000 in September 2024. The

Navigating the Storm: A Balanced Investor's Guide The world changed on February 28, 2026. What began as years of simmering tensions between the United States and Iran erupted into a full-scale military conflict when US and Israeli forces launched coordinated strikes on Iranian leadership and military infrastructure. Iran retaliated with missile and drone barrages targeting Israel, US bases, and Gulf nations. The Strait of Hormuz — the narrow passage through which roughly a fi

What 80 Years of History Can Teach Us About Investing Through Chaos What 80 Years of History Can Teach Us About Investing Through Chaos Since World War II ended in 1945, the world has gone through one crisis after another — Cold War tensions, oil shortages, stock market crashes, a pandemic, and now fresh wars and trade battles. Through all of this, three things have acted like thermometers for global risk: stocks, oil, and gold. When you look at how they’ve moved over 80 year

Just days into this open conflict—marked by Iranian missile retaliations and reports of the death of Supreme Leader Ali Khamenei—investors are navigating a landscape of surging oil prices, gold rallies, and highly volatile equities.

The Indian markets kicked off 2026 with a sharp but short-lived correction — Nifty 50 fell roughly 3% from its all-time highs in January, rattled by profit-booking and pre-budget jitters. But beneath the surface, the story remains encouraging. Domestic investor flows held steady, SIP contributions hit record highs, and the RBI signalled a more growth-friendly stance with a rate cut and significant liquidity support. For investors, the takeaway is clear: this isn't a crisis —

If you've been tracking the markets as closely as most advisors do, 2025 stands out as something far more significant than just another profitable year on Dalal Street. It was the year that fundamentally rewrote the rules of India's equity market—the year when the baton passed from foreign to domestic hands.

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

There are numerous options for investing and growing your money. The stock market, fixed deposits, and insurance policies are big favourites in India.

Now that you have determined your income levels and have an idea of how much you are saving, it’s time to determine what you are saving...