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Why We're Bullish on India's Digital Economy in 2026
The convergence of UPI, digital lending, and SaaS is creating a trillion-dollar opportunity...
By Rakesh Mehta
Finding Value in Overlooked PSU Banks
Our recent additions to the PSU banking space reflect improving asset quality metrics...
By Priya Sharma
January 2026 Momentum Signal Review
Strong breadth improvement across mid-caps. Our signals show rotation from defensives to cyclicals...
By Arun Kapoor
Navigating Rate Cut Expectations: Our Multi-Asset View
With RBI likely to cut rates, we are adjusting our fixed income allocation to capture duration gains...
By Vikram Singh
Three Hidden Small-Cap Gems for Q1 2026
Our latest additions include a niche chemical player, a specialty hospital chain, and a B2B SaaS company...
By Neha Gupta
AI Adoption in Indian IT Services: The Next Growth Wave
Large IT firms are rapidly building AI capabilities. Revenue mix is shifting towards high-margin AI consulting...
By Sanjay Patel