Blog

Latest Blog & Articles

Soon, It Won’t Be About Gas – It will be about Sulphur

Soon, It Won’t Be About Gas – It will be about Sulphur

India’s fertiliser stocks look comfortable on paper. As of March 10, inventories stood at…

Gen Z investors do much better than Gen X and Baby Boomers

Gen Z investors do much better than Gen X and Baby Boomers

Gen Y / Millenials are stuck in between For our parents’ generation, investing wasn’t…

Ongoing: Dual-Shock. War is a physical shock; AI is a structural one.

Ongoing: Dual-Shock. War is a physical shock; AI is a structural one.

History doesn’t just rhyme; sometimes, it screams. This week, global markets find themselves at…

35-45 yrs old will be the most impacted by AI

35-45 yrs old will be the most impacted by AI

Others will somehow manage!! Earlier this week, I was reading the never-ending article from…

18% vs 10%: Are lower tariffs going to be bad news for Indian exporters?

18% vs 10%: Are lower tariffs going to be bad news for Indian exporters?

US Supreme Court dismisses Trump’s Tariffs Yesterday, February 20th, 2026, the United States Supreme…

Data Centers India: The Hidden Real Estate Boom Powering AI

Data Centers India: The Hidden Real Estate Boom Powering AI

Which companies might benefit? The cloud is not invisible, as they say. There’s a…

Fuel, Power and Control: The Nuclear Endgame Is Being Decided Now

Fuel, Power and Control: The Nuclear Endgame Is Being Decided Now

How Nuclear, Materials, and Fuel Cycles Are Quietly Rewriting the Global Power Order In…

Energy Transition’s Blind Spot: Story of Uranium and Thorium

Energy Transition’s Blind Spot: Story of Uranium and Thorium

How Nuclear, Materials, and Fuel Cycles Are Quietly Rewriting the Global Power Order This…

India’s Semiconductor Mission: The Story So Far

India’s Semiconductor Mission: The Story So Far

Why India’s chip push is not about beating NVIDIA — and why that may…

HindCopper, HindZinc, NALCO: The Metallic Renaissance

HindCopper, HindZinc, NALCO: The Metallic Renaissance

How India’s “Old Economy” Giants Found Their Second Youth For nearly two decades, if…

The ‘Gold’en Paradox: When can Gold Enter a Danger Zone

The ‘Gold’en Paradox: When can Gold Enter a Danger Zone

For the first time in a generation, Gold is no longer just a “hedge”.…

US-Iran Tensions: How is India impacted?

US-Iran Tensions: How is India impacted?

The US invasion of Venezuela on January 3, 2026, has fundamentally altered the geopolitical…

US 500% Tariff Threat to India

US 500% Tariff Threat to India

It’s not just about Russia. It’s much deeper strategic move than that 1. Executive…

From Bitter Exit to IPO: Coca-Cola is Fizzing Back

From Bitter Exit to IPO: Coca-Cola is Fizzing Back

Its India’s Comeback Story Coca-Cola is once again popping the cap on India, but…

Does a Cricket Boycott Actually Hurt Pakistan?

Does a Cricket Boycott Actually Hurt Pakistan?

Let’s look at the numbers and reasons Cricket between India and Pakistan is never…

Nifty50 Options Expiry Shift to Tuesday

Nifty50 Options Expiry Shift to Tuesday

How This Move Changes Trading Dynamics The Paradigm Shift That Reshapes Derivatives Trading The…

Rate cuts but rising bond yields

Rate cuts but rising bond yields

How to position your portfolio amidst the rising divergence? When we think about markets,…

Best option to invest in Gold?

Best option to invest in Gold?

Physical or ETF or Mutual Fund or SGB or … In one of my…

China Resumes Critical Supplies to India

China Resumes Critical Supplies to India

Who Gains the Most? And What’s the US Angle Here Now? Chinese Foreign Minister…

Quilling #3 | Russia, Run-ups & Rhythms

Quilling #3 | Russia, Run-ups & Rhythms

Of Markets, Music, and Momentum Here’s what’s inside this edition: Market Kya Lagta Hai…

The Rhythmic Revolution: India’s Music Industry Hits a High Note

The Rhythmic Revolution: India’s Music Industry Hits a High Note

But How is it Monetizing the Melody? Music is woven deep into the fabric…

Quilling #2 | Tariff Turmoil, Gold Flakes and longest weekly decline since Covid fall

Quilling #2 | Tariff Turmoil, Gold Flakes and longest weekly decline since Covid fall

Welcome to the 2nd edition of Quilling! Here’s what’s inside this edition: Market Kya…

ICICI Bank’s Minimum Balance Move – How Can Stock Price React?

ICICI Bank’s Minimum Balance Move – How Can Stock Price React?

A move towards building perception of premiumness ICICI Bank, India’s second-largest private sector bank,…

Is Gold likely to get doubled from here?

Is Gold likely to get doubled from here?

A Recent Fed research notes, if implemented, might make it a reality What if,…

When Godfrey Phillips Lit Up the Stock Market

When Godfrey Phillips Lit Up the Stock Market

A Deep Dive into India’s Tobacco Empire While most of the stocks were falling…

Quilling #1 | Trump Tantrums, F.I.R.E. Flaws, TaMo-Iveco & more

Quilling #1 | Trump Tantrums, F.I.R.E. Flaws, TaMo-Iveco & more

Saturday Musings on Money, Behavior & the World Around Us Dil Se Paisa |…

Tata Motors acquires Iveco

Tata Motors acquires Iveco

What’s that, and what is the deal all about? When I was preparing to…

NSDL IPO is here: What It Means for CDSL Investors?

NSDL IPO is here: What It Means for CDSL Investors?

Over the last week, I’ve been asked this question multiple times: “Now that NSDL’s…

Welcome to Capital Quill: A Fresh Chapter

Welcome to Capital Quill: A Fresh Chapter

Hey, First, a huge thank you. Without any formal launch, Capital Quill already counts…

Market Coupling Impact on IEX

Market Coupling Impact on IEX

A Comprehensive Analysis The Central Electricity Regulatory Commission’s (CERC) approval of market coupling for…

SEBI’s Proposal to Allow a 2nd Scheme per Category

SEBI’s Proposal to Allow a 2nd Scheme per Category

Fixing a Real Problem or Creating a New One? The Indian mutual fund industry…