Beyond Portfolio

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 • 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 • 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 • 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 • 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 • Beyond Portfolio

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January 2026

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 • 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 • Beyond Portfolio

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December 2025

Three-Generation curse and how to break it

How Conversations Shape Your Family’s Financial Future

Dec 4, 2025 • Beyond Portfolio and Aastha Mehta

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November 2025

Women's Cricket Victory & Shift in Finance

Green Portfolio celebrates the storm that women are

Nov 21, 2025 • Beyond Portfolio and Aastha Mehta

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E20: Guide to Car & Portfolio Health

The E20 ethanol blend dominated headlines through August and September 2025, but as the buzz fades, understanding its deeper implications becomes even…

Nov 6, 2025 • Beyond Portfolio and Aastha Mehta

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October 2025

Gold will bite Dust soon?

Should you buy Gold now?

Oct 28, 2025 • Beyond Portfolio and Aastha Mehta

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This could be your start (a solid one)

Begin a Growth-Special Diwali with SAMVAT 2082

Oct 10, 2025 • Beyond Portfolio and Aastha Mehta

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