PPFAS and the Curious Case of AMC Businesses

Most investors recognise PPFAS because of one fund, the Parag Parikh Flexi Cap Fund. For many, this was their first real exposure to global investing through a mutual fund structure. It introduced a simple but powerful idea: you don’t have to be limited to one market. But there’s a deeper story here. While most asset...

BSE share price rally and what investors should know

Over the last six months, the broader market has not been very kind to investors. The Nifty 50 has corrected by around 5%, reflecting global uncertainty and valuation resets. BSE share price But one stock has moved in the opposite direction. BSE Ltd is up nearly 40% over the same period. That kind of divergence...

Chinese Stocks and Investing Beyond India

The rupee has been moving in one direction. Chinese Stocks It recently touched roughly ₹93 against the US dollar, and at one point even crossed ₹95. That kind of move shows up quickly in daily life. Imports become more expensive. International travel costs more. Even dollar-priced subscriptions quietly become costlier. But there’s a second-order effect...

Crude Oil and the Ripple Effect

Petrol prices move, and you notice it instantly. Crude OilInflation moves, and it shows up more gradually.Markets react, and at first, it can feel disconnected. But in reality, all three are often tied to one variable. Crude Oil sits at the intersection of geopolitics, inflation, trade balances, currencies, and everyday household costs. And with tensions...

IT Sector turning into a contra bet for 2026

For years, the IT Sector in India has been one of the most reliable contributors across portfolios. Predictable cash flows, strong return ratios, healthy dividends, and a global client base made it a stable pillar in many long-term allocations. In periods of macro uncertainty, IT often felt like the disciplined part of a portfolio, with...

Portfolio Balance Matters in 2026

Many investors assume the biggest financial milestone is the size of their portfolio. In reality, what matters more is what your money does after it reaches your account. It’s not the amount you hold.It’s how that money behaves inside your portfolio that determines what you’ll actually have 10 years from now. Two people can have...

Saving ≠ Invest – Give your money a plan for 2026

Most people believe the biggest financial goal is how much money they accumulate. What experience shows us is something far more important. It is not the size of the amount you hold. It is how that money behaves after it reaches your account that determines how much wealth you truly build when you invest with...

Indian Health Care Is the New Private Equity Hotspot

The Indian Health Care sector has quietly transformed into one of the most attractive destinations for private equity (PE) capital over the past few years. The shift, which began in earnest post-COVID, has only intensified between 2022 and 2025, marked by billion-dollar deals, robust M&A activity, and a decisive move away from metro-centric healthcare investments...