Asset Class Outlook – Gold
Gold continues to occupy a significant share of Indian household wealth, but structural headwinds, policy linkages, and declining return potential make it an increasingly inefficient long-term asset.
AI is a Decadal Opportunity – Identifying opportunities across the value chain
A comprehensive framework for identifying long-term investment opportunities across the AI value chain—from semiconductors to applications and security. The article outlines how AI represents a multi-year technological super-cycle reshaping global industries.