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September 2025

Do Not Let the Laggards Write the Story
Why selection bias is warping our view of India’s consumption growth
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Saket Mehrotra
2
Decoding HUL's Sales Warning: A Signal of Deeper Challenges?
Classic case of Cart Before the Horse
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Saket Mehrotra
Gold is old, Crude in for a rude shock
Seems like the most bearish commodity can surprise on the upside
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Saket Mehrotra
Navigating the Storm: Why Investor Gloom is a Wake-Up Call for Smarter Wealth Building
Welcome to sideways market where sometimes stocks neither go up or down, they test your patience and break your conviction with tenacity
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Saket Mehrotra
1
India's Timeless Treasures: Homegrown Luxury Brands That Rival Global Icons
Spotlighting 4 brands that seem to have found the answer to global equivalents
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Saket Mehrotra
The ETF Myth in India
Why Active Funds Still Reign Supreme
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Saket Mehrotra
1
India’s AI Imperative: From IT Back Office to Global Innovation Hub
We have a very limited window to innovate, value chain participation exists
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Saket Mehrotra
1
GST Savings Utsav Ignites the Auto Sector: A New Rally Begins?
Auto Index is up 7% in the last 1 month. Before that it was down 3.5% for the year.
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Saket Mehrotra
Jio Payments Bank's Savings Pro: A Game-Changer for the common man?
Tapping retail money into an institutional product
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Saket Mehrotra
Unpacking the Consumer Durables Value Chain
There is more than what meets the eye
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Saket Mehrotra
Blink your eye, an IPO or a NFO goes by
Capital Markets are burgeoning with activity, once again
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Saket Mehrotra
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