1. The Executive Summary: Looking Beyond the Headline Numbers When you analyze a reinsurer...
1. The Lead: A Fundamental Perspective from the Ground After nearly three decades of...
1. The Executive Summary (The Hook) As someone who has watched India’s trade and...
1. The Geoeconomic Macro-Narrative: Why Cement Still Matters in FY26 For anyone who has...
1. The Macro Backdrop: Why Shipping Has Suddenly Become Strategic Again For most retail...
With more than three decades of watching India’s heavy engineering and infrastructure cycle, I...
1. Introduction: LIC Is No Longer Just a Legacy Giant For most Indians, Life...
1. Introduction: Copper Is the New Oil For decades, crude oil defined global power,...
For nearly three decades, I have tracked India’s infrastructure cycle through booms, policy resets,...
1. The Geoeconomic Thesis: Hydro as India’s “Green Baseload” When people talk about India’s...
1. The Macro-Economic Narrative: Why RITES Matters More Than Ever In today’s world, infrastructure...
1. Introduction: The “Seasonal” Beat In the world of FMCG stocks, not every quarter...
1. Introduction: The “Blockbuster” Entry The Indian pharma sector has been going through a...
1. Introduction: The “Breakout” Quarter On February 4, 2026, while the stock market was...
1. Introduction: The “Boring Is Beautiful” Thesis In today’s stock market, excitement usually revolves...
1. Introduction: The “Dividend Shield” When stock markets turn volatile, investors instinctively look for...
1. Introduction: The “Guidance Upgrade” Signal Markets love surprises, but they love positive guidance...
1. Introduction: The “Consolidation” Budget The first reaction to Union Budget 2026–27 was disappointment,...
1. Introduction: The “Perfect Quarter” Paradox February 1, 2026, was not a friendly day...
1. Introduction: The “Defensive King” in a Volatile Market The last week of January...
1. Introduction: The “Quality” Beat While the stock market was closed over the weekend,...
1. Introduction: The “Small-Cap” That Grew Up On February 1, 2026, the stock market...
1. Introduction: The “Safe Haven” in a Volatile Market The December quarter of FY26...
1. Introduction: The “Optical Illusion” That Spooked the Market The moment Ambuja Cements announced...
Introduction: When the Market Panics Despite Good News Sometimes the stock market behaves in...
1. Introduction: The “Capex Pain” Phase Nobody Likes On January 30, 2026, the market...
Introduction: The Classic “Sell on Good News” Trap On January 30, 2026, Canara Bank...
Introduction: The “Hockey Stick” Recovery Is Finally Visible On the morning of January 30,...
1. Introduction: The “Calm Before the Tax Storm” On January 29, 2026, ITC Limited...
1. Introduction: The “Paradox of 2025” When the Economic Survey 2025–26 was tabled in...
Introduction: The “Perfect Storm” (In a Good Way) January 29, 2026, turned out to...
Introduction: The “Phoenix Rise” Thesis On January 29, 2026, when SBI Cards and Payment...
1. Introduction: The “Peak Execution” Phase On January 29, 2026, the stock market sent...
1. Introduction: The “Cyclical Storm” Thesis On January 28, 2026, shares of Cochin Shipyard...
1. Introduction: The “Mixed Bag” Verdict On January 28, 2026, Maruti Suzuki announced its...
1. Introduction: The “Boring Is Beautiful” Thesis On January 28, 2026, while most investors...
1. Introduction: The “Quiet Giant” Roars On the morning after its Q3 FY26...
1. Introduction: The “Eupro” Pivot (Europe-Pro Strategy) On January 27, 2026, India quietly pulled...
1. Introduction: The Geoeconomic “Survival” Thesis The headline number from Vodafone Idea’s Q3 FY26...
1. Introduction: The “Strategic Asset” Thesis The headline number immediately grabs attention. CG Power...
1. Introduction: The “Headline vs. Reality” Hook On January 27, 2026, Tata Consumer Products...
1. Introduction: The Headline vs. The Reality On January 27, 2026, Asian Paints announced...
1. The Macro-Economic Hook: Banking as a Proxy for India’s 7.4% GDP Growth India’s...
I. The Lead: “Scale Over Price – The New Game” The Q3 FY26 results...
I. The Lead: “The Great Reset” When the Q3 FY26 results of IndusInd Bank...
I. The Geoeconomic Lead: Why the Headline Shock Misses the Point At first glance,...
I. The Lead: Vindication of Strategy When Laurus Labs announced its Q3 FY26 results...
I. The Lead: The Base Reset When Cipla announced its Q3 FY26 results on...
I. The Lead: “The Quality Over Quantity Pivot” After watching India’s banking sector move...
I. The Lead: “The Cash-Rich Paradox” After spending three decades tracking India’s economic policy...
I. The Lead: “The Meltdown Quarter” After three decades of watching India’s aviation sector...
I. The Lead: “The Rural Resilience Test” After spending three decades watching India’s financial...
I. The Lead: “The Regulatory Pivot” After more than 30 years of watching India’s...
I. The Lead: “The Geopolitics of the Pump” After watching India’s economic corridors for...
I. The Lead: “Decoupling from Fossil Geopolitics” Writing as a geoeconomic strategist who has...
I. The Lead: “The Silence of Execution” From the desk of a veteran analyst...
1. Executive Summary: The Relentless Compounder Over the last thirty years, the Indian IT...
1. Executive Summary: The Universal Bank Pivot The Q3 FY26 results of AU Small...
1. Executive Summary: The Post-Demerger “Flywheel” The Q3 FY26 results of ITC Hotels, released...
1. Executive Summary: The “Pulse” of a New Trade War Behind the sudden silence...
1. Executive Summary: The Arrival of the IRFC 2.0 Era The Q3 FY26 results...
1. Executive Summary: A Rare “Triple Play” Performance In three decades of tracking India’s...
1. Executive Summary: The “New PNB” Emerges For decades, Punjab National Bank was seen...
Namaste. As someone who has spent nearly three decades watching India’s financial system evolve,...
Introduction: A Quiet Moment That Signals a Big Shift As someone who has watched...
Namaste. As someone who has closely observed India’s political economy and industrial evolution for...
Namaste. Having tracked India’s IT industry since the early 1990s, I’ve seen Wipro reinvent...
Namaste. After spending nearly three decades tracking the evolution of India’s engineering and IT...
Namaste. After nearly three decades of tracking India’s banking system—from the era of administered...
Namaste. When you analyse a giant like Reliance Industries Limited, quarterly numbers can often...
Namaste. After nearly three decades of watching India’s IT champions evolve—from Y2K back-office problem...
1. The Introduction: Beyond the Flag-off On January 17, 2026, Indian Railways flagged off...
1. Executive Summary: The Analyst’s Take The headline from Q3 FY26 is simple but...
Namaste. As a political and economic analyst who has spent nearly three decades closely...
As someone who has watched India’s economic journey closely for more than three decades—from...
1. The Opening Narrative: Beyond “Fence-Sitting” For many outside observers, India’s current position in...
1. The Opening Narrative: Beyond the Index Number As a political and economic strategist...
1. Executive Summary: The “Scale Economy” Dividend As a political and economic observer for...
1. Executive Summary: Quality Over Quantity As someone who has observed India’s political economy...
1. Executive Summary: The “Divergent” Quarter The Q3 FY26 results of Tata Elxsi tell...
As a political–economic strategist who has closely observed the evolution of India’s technology sector...
Introduction: Reading TCS Beyond the Headlines When Tata Consultancy Services announced its Q3 FY26...
As a long-time observer of global politics and economics, I have learned that power...
As a political-economic observer with nearly three decades of experience, I have learned one...
With nearly 30 years of observing India’s journey from a kirana-dominated economy to a...
As someone who has closely observed India’s economic and institutional evolution for over three...
1. The Executive Summary: A “Goldilocks” Economy As someone who has observed Indian politics...
1. The Introduction: Corruption Masquerading as Strategy In January 2026, a new phrase entered...
1. Introduction: The Intersection of Chaos and Strategy At the start of 2026, the...
1. Introduction: The Dichotomy of Growth Indian banking is passing through a rare and...
1. Introduction: The “Black Friday” of Global Trade January 9, 2026, may quietly...
For decades, the United States has enjoyed a unique privilege: it could spend more...
1. Introduction: The ₹14 Lakh Crore Festive Wave India’s Q3 FY2026 turned out to...
1. Introduction: The Quiet War on Savings In 2026, one of the biggest economic...
1. Introduction: The 2026 Economic Milestone As India moves closer to 2026, one policy...
Nifty’s Cold Shower: Decoding the 26,150 Slip Amid U.S. Tariff Threats On January 7,...
The Greenland Request: Why the U.S. Wants to Buy Greenland and What It Really...
I. The “Altitude Sickness” On January 2, 2026, the Indian equity market hit a...
I. The Hook: Resilience in the Eye of the Storm At a time when...
I. The Grand Bazaar’s Silent Shutters On December 28, 2025, something deeply symbolic happened...