Latest Insights & Reports

Access institutional commentaries, quarterly letters, and market allocation reviews.

30 Jun 2026 Investor Letter

Detailed commentary on asset rotation, equity market multiples, and portfolio positioning for Q2.

Indian Economy Macro

22 May 2026 Market Update

Assessment of FII flow shifts, domestic institutional liquidity support, and commodities outlook.

FII Selling Commodities

31 Mar 2026 Investor Letter

Financial Year review, FY27 asset return forecasts, and execution milestones for our flagship strategy.

FDI Equity Supply