Discover our latest featured primer articles handpicked by our team of experts. From market trends to investment strategies, these articles offer fresh perspectives and actionable advice to guide your wealth management decisions.
Discover our latest featured primer articles handpicked by our team of experts. From market trends to investment strategies, these articles offer fresh perspectives and actionable advice to guide your wealth management decisions.
By analysing post‑2020 thematic fund launches, this study examines whether the recent surge in thematic mutual funds has translated into consistent outperformance versus broad‑based indices, or whether returns have largely been driven by short‑term market trends. Executive Summary We had earlier published this study titled “Do Thematic NFOs Outperform the Index” in March 2021. In […]
Indian equity markets have undergone a sharp and broad-based correction, with the pain most acutely felt beyond the headline indices, with nearly 65% of stocks (market cap > INR 1,000 cr), down more than 30% from their peak. A confluence of signals across valuations, earnings, market breadth, now points to the market being in its […]
The launch of Anthropic’s Claude Cowork in early 2026 triggered a “SaaSpocalypse” that wiped out approximately $300 billion in global tech market value virtually overnight. The Nifty IT Index suffered its worst single-day plunge since the 2020 pandemic, dropping over 6% on February 4, 2026. This marked a critical inflection point for the industry, as […]
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