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The Business of Love: What Valentine’s Week Reveals About Pricing Power
Valentine’s week looks soft on the surface. Underneath, it is a brutal stress test of the modern B2C stack: attention, conversion, fulfilment, and…
Feb 14
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India–US: Tariffs Down, Stocks Up. Separating Sentiment From Earnings
Beyond the market rally: Assessing the cost of market access and the reality of earnings transmission
Feb 12
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Beyond Portfolio
Budget 2026: The Budget Isn’t Boring. The Market Is Being Myopic.
Most budgets are judged like earnings days. What did the Finance Minister say, what did the market do in the next two hours, and which pockets moved…
Feb 8
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Beyond Portfolio
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The Yen-vestment Wave: Why Japanese Banks Are Suddenly Hungry for India
Two big deals, one clear pattern: Japan’s megabanks are moving beyond factories into Indian balance sheets, chasing growth and better spreads.
Feb 6
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Beyond Portfolio
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IPO Boom 2026: Bubble, Opportunity, or Both?
With 2025 being a watershed year for the stock markets, investors are hoping for that to carry that for 2026 as well.
Feb 4
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Beyond Portfolio
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Ozempic in India: The economics of fat loss
Pharma players are hoping to launch Semaglutide based Weight loss drugs to boost their fortunes
Jan 23
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Beyond Portfolio
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From Tariffs to Oil: The Next Phase of U.S. Protectionism
2025 was tariffs. 2026 could be oil geopolitics. For Indian markets, both transmit through the same channels: crude prices, current account pressures…
Jan 16
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Three-Generation curse and how to break it
How Conversations Shape Your Family’s Financial Future
Dec 4, 2025
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Aastha Mehta
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