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Gold, Made in a Lab? Hard Truths Behind “Synthetic Gold” Claim
Scientists have recently created gold through atomic-level manipulation, which could challenge gold’s status as a safe-haven asset, like how lab-grown…
Mar 6
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AI Shock, IT Selloff: Is India’s IT Premium Breaking?
Indian IT built its edge on cost-effective talent and strong digital execution for global clients. Now, surging AI demand is forcing rapid integration…
Feb 27
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Beyond Portfolio
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Why Are Tyre Companies Suddenly Making Bank?
Amongst auto components, tyres remain the most resilient sector, immune to demand-supply cycles and built on replacement economics. Q3 FY26 saw record…
Feb 20
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Beyond Portfolio
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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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Beyond Portfolio
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
2
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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