Impact of 50% US Tariff on Indian Exports and Economy
A comprehensive analysis of the economic and market impact of the US’s 50% tariff on $60 billion of Indian exports, and how policy responses may shape India’s medium-term resilience.
Crypto Currencies – Whether Use Cases justify Valuation???
An evaluation of current and emerging crypto use cases, and why valuations remain driven largely by sentiment rather than sustainable utility.
Why India’s Growth Story Remains Intact?
A comparative analysis of the 1998 US sanctions and the 2025 US tariffs, highlighting India’s structural resilience and long-term growth trajectory.
Semiconductors: High Conviction Buy at Current Levels
A pullback in semiconductor valuations presents a long-term buying opportunity as global compute demand enters a multi-year supercycle.