Sectors & Industry Deep Dives

6 days in Seoul

6 days in Seoul

How SK Hynix made the AI bubble debate even more confusing. The market just…

The Water Trade Hiding Under The Water Crisis

The Water Trade Hiding Under The Water Crisis

Last week, in part 1 of Water series, I spoke about multiple use cases…

Ethanol, data centers, or drinking water to survive?

Ethanol, data centers, or drinking water to survive?

How does India prioritise? Nikhil Sharma moved his family to a new-build society on…

Your WhatsApp May Be Going To Change Forever

Your WhatsApp May Be Going To Change Forever

Are you ready? Mark Zuckerberg just made the most expensive hire in consumer tech…

Reliance Doesn’t Want to ‘Build’ Chips. But It Will Rule India’s AI.

Reliance Doesn’t Want to ‘Build’ Chips. But It Will Rule India’s AI.

Reliance built the highway. Everyone else built the cities along it. At its 49th…

Your Equity Playbook for Rest of 2026

Your Equity Playbook for Rest of 2026

Which segments look decent? If you have opened your financial apps lately only to…

Felt hotter this summer? Wait for worse.

Felt hotter this summer? Wait for worse.

The Super El Niño impact on Indian Economy In this edition, we will see…

The Timeline of the AI Era: 2026 to 2040+

The Timeline of the AI Era: 2026 to 2040+

Mapping the Next 15+ Years of AI This piece has taken us too much…

The Subscription Trap: Why You’re Silently Bleeding ₹20,000-30,000 Every Month

The Subscription Trap: Why You’re Silently Bleeding ₹20,000-30,000 Every Month

Remember that gym membership you signed up for in January? Or that premium subscription…

Building a house? Your contractor will give you some bad news

Building a house? Your contractor will give you some bad news

You probably stopped refreshing the US-Iran war news a few weeks ago. The ceasefire…

F.I.R.E. concept is just a scam by Wealth Managers

F.I.R.E. concept is just a scam by Wealth Managers

Don’t fall for it The financial world is currently obsessed with a single question:…

If Hormuz terrified you, you haven’t heard about Malacca

If Hormuz terrified you, you haven’t heard about Malacca

Geopolitics is a ruthless game of chess, and the board is currently being rearranged…