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Emerging Markets Rising 2.0
Why India Is Poised to Lead in a Post-U.S. Peak World: How macro trends, commodity cycles, and shifting capital flows point toward...

Panna Bhandari
Apr 163 min read


Interest Rates & Indian Stock Prices
5 Aug 2024 Contrary to popular belief, lower interest rates are not necessarily beneficial for the Indian economy. In fact, rising...

Panna Bhandari
Aug 5, 20241 min read


Commodities Supercycle: Smart Money Moves to India
May 13, 2024 Post-COVID, global commodities have entered a supercycle following nearly a decade of consolidation. Despite short-term...

Panna Bhandari
May 13, 20241 min read


Navigating Market Shifts: Insights from ECB's Loss and Emerging Market Developments
23 February 2024 The European Central Bank (ECB) reported its first annual loss in nearly two decades, amounting to €1.3 billion ($1.41...

Panna Bhandari
Feb 23, 20241 min read



Panna Bhandari
Jan 24, 20240 min read


Market Forecast
15 May 2023 This article outlines our in-depth analysis of economic indicators for Indian and global equities, with a specific focus on...

Panna Bhandari
May 15, 20232 min read


Navigating the Reversal of Macro Cycles
Identifying Opportunities in the Stock Market 7 May 2023 The global economy is always experiencing significant changes, and understanding...

Panna Bhandari
May 7, 20233 min read


Investment Note 17/11/22
17 Nov 2022 Investment Note: We plan to move approximately 40% into Equity from our total portfolio. Tentative Plan: Nifty CPSE ETF L&T...

Panna Bhandari
Mar 13, 20232 min read
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