Ideation - Pravia

TRUE WEALTH GROWS WHEN VISION MEETS THOUGHTFUL STRATEGY

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RECENT ACTIVITY

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# Type Title Description (Click to open) Date
31 ANNUAL Annual Note 2026 2026 is all about Asset Allocation and Reconstruction of Portfolios 16-01-2026

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.

India-US Interim trade deal

Second note on our India-US tariff series

16-02-2026

Union Budget Note 2026

Our take on the Union Budget and investment implications

03-02-2026

Rare Earth Elements Opportunity

Investment thesis - part of our New Frontiers of Growth (NFG) Bucket

27-02-2026

Impact of India-US tariffs post US Supreme Court decision

Third edition of our India-US tariff series

24-02-2026

A Decade of Real Assets

Overweight call on Asset Heavy industries

21-03-2026

Note on RBI MPC Policy - Apr'26

Supply-side inflation risks are re-emerging within the Indian economy after years. How will the RBI and GOI navigate through?

10-04-2026

Global AI trade and its plausible reversal

India can be a major beneficiary of the AI reversal trade

25-04-2026

Precious Metals Outlook

Outlook on Gold and Silver

02-05-2026

Lending Sector Allocation

Tactical positivity on the Indian banking sector

12-05-2026

Investment note on Nifty digital Index

Opportunity within the New age, IT and Telecom sectors

05-06-2026

When patterns break, new world emerges

Are portfolios ready for a changing world order?

18-06-2026

Defensive allocation via MNC Pharma companies

Stabilizing allocation amidst volatility

08-07-2026

Note on MPC Policy - June 2026

Turning positive on duration

10-06-2026

Investment note on the Insurance sector

Turning positive on India's insurance sector

21-08-2026

Amidst a Regime Change

Our view on the US Dollar, precious and industrial metals

08-09-2026

Nifty / Gold Ratio

An analysis that reflects on Nifty's ability to outperform Gold

21-01-2026

RBI Policy Note

The RBI Monetary Policy Committee choosing to maintain its neutral stance.

10-02-2026

Headline Optimism, Fine-print Risks - India US Trade Deal

Initial note on the India-US tariff uncertainty

05-02-2026

STRATEGY
NOTES

Strategy note featured image

ANNUAL NOTES