RECENT ACTIVITY
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| # | Type | Title | Description (Click to open) | Date |
|---|---|---|---|---|
| 1 | MACRO | RBI MPC - October 2026 | Our view on interest rates, bond yields and outlook for fixed income assets | 09-10-2026 |
| 2 | STRATEGY | Thinking Big Picture | View details | 02-10-2026 |
| 3 | MACRO | Copper miners - Global Allocation | Initiating Global Allocation in continuation our our broader Real Assets theme | 22-09-2026 |
| 4 | MACRO | Amidst a Regime Change | Our view on the US Dollar, precious and industrial metals | 08-09-2026 |
| 5 | MACRO | Investment note on the Insurance sector | Turning positive on India's insurance sector | 21-08-2026 |
| 6 | ANNUAL | Pravia's journey so far - July 2026 | Note from our Founder's desk | 29-07-2026 |
| 7 | MACRO | Defensive allocation via MNC Pharma companies | Stabilizing allocation amidst volatility | 08-07-2026 |
| 8 | STRATEGY | Market Outlook - June 2026 | View details | 30-06-2026 |
| 9 | MACRO | When patterns break, new world emerges | Are portfolios ready for a changing world order? | 18-06-2026 |
| 10 | MACRO | Note on MPC Policy - June 2026 | Turning positive on duration | 10-06-2026 |
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
Market Outlook - April 2026
20-04-2026
Market Outlook - May 2026
31-05-2026
Market Outlook - June 2026
30-06-2026
Thinking Big Picture
02-10-2026
