RECENT ACTIVITY
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| # | Type | Title | Description (Click to open) | Date |
|---|---|---|---|---|
| 11 | MICRO | Thesis on Momentum - Smart Beta Strategy | Initiating thesis on Momentum amidst market volatility | 17-04-2026 |
| 12 | MACRO | Note on RBI MPC Policy - Apr'26 | Supply-side inflation risks are re-emerging within the Indian economy after years. How will the RBI... | 10-04-2026 |
| 13 | STRATEGY | Navigating through Turbulent times part 2 - Maintain bullish stance | View details | 30-03-2026 |
| 14 | MACRO | A Decade of Real Assets | Overweight call on Asset Heavy industries | 21-03-2026 |
| 15 | MICRO | Nifty Smallcap 250 Index | Our thesis on Nifty Smallcap 250 Index | 17-03-2026 |
| 16 | STRATEGY | EMS Industry outlook | View details | 04-03-2026 |
| 17 | STRATEGY | Navigating through Turbulent Times | View details | 04-03-2026 |
| 18 | MACRO | Rare Earth Elements Opportunity | Investment thesis - part of our New Frontiers of Growth (NFG) Bucket | 27-02-2026 |
| 19 | MACRO | Impact of India-US tariffs post US Supreme Court decision | Third edition of our India-US tariff series | 24-02-2026 |
| 20 | MACRO | India-US Interim trade deal | Second note on our India-US tariff series | 16-02-2026 |
MACRORESEARCH
Focuses on understanding global economic trends, policy shifts, and market cycles. This broader perspective brings clarity to uncertainty and supports informed, long-term decision-making.
STRATEGY
NOTES
Energy Sector - The Powerhouse of India's Growth Story
16-01-2026
Industrial Metals - Strategic Allocation
28-01-2026
EMS Industry outlook
04-03-2026
Navigating through Turbulent Times
04-03-2026
Navigating through Turbulent times part 2 - Maintain bullish stance
30-03-2026
Pravia's April 2026 Outlook
20-04-2026
Energy Sector - Update Note
06-05-2026
