AI capex and oil; themes driving the markets

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July 13, 2026

Outlook 2026 – Where are we in the market cycle

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May 1, 2026

War and it’s Implications

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April 1, 2026

Rising Volatility

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October 1, 2025

Thinking Duration – Flame Investment Lab, June 2025

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July 21, 2025

Push to consumption – Structural or Cyclical?

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July 1, 2025

Uncertain Times

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April 1, 2025

Navigating 2025 and beyond – Opportunities amid Uncertainty!

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January 7, 2025

Opportunity, Execution and Capital Allocation

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October 1, 2024

India at Midcycle?

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July 1, 2024

Consolidation or Correction?

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April 1, 2024

Is the Recovery Already in Price?

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January 7, 2024

How Many will Scale?

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October 5, 2023

US markets opportunity or pain for Indian Pharma Sector?

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October 1, 2023

Quarter review – June 2023

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July 11, 2023