Investment Research In Practise.

AI is reshaping India’s business landscape. As costs collapse and profit models evolve, a new compounding machine is emerging — an Instant Berkshire built for the AI era.

AI is no longer software. As prediction becomes abundant, power shifts to physical grids, regulated deployment, and execution control. Intelligence has moved into infrastructure.

Novartis AG just sold its 70.68% stake in Novartis India Limited to a ChrysCapital-led consortium for $159 million — roughly 0.05% of the parent's $306 billion market cap. The Indian unit generated ₹356 crore in revenue and ₹101 crore in profit last year. Profitable, yes. Strategic, no. Capital Follows Complexity This is a capital allocation decision, not a country exit. Novartis retains 9,000 employees in India, 300+ clinical trial sites, and its Hyderabad corporate centre —

A single basis point shift in global index weights can unlock as much capital for India as a major trade deal. As the US–India agreement takes shape, the real growth lever lies in capital-market reform, not tariffs or quotas.

The Economic Survey correctly frames AI as infrastructure, but it misses the true regime change. AI isn’t just a productivity tool; it’s a tool for collapsing uncertainty. India’s growth has long been throttled by volatility and high capital costs. By shifting from manual information processing to systematic decision processing, AI stabilizes cash flows and makes Indian MSMEs legible to global lenders. This is the most powerful growth unlock since liberalization.

Davos views AI through the lens of efficiency, but in India, the challenge isn't optimization—it’s variance. With 65 million MSMEs, the hurdle to credit isn't a lack of profit, but unstable cash flows. AI’s true role here is resolution over automation. By collapsing variance and making small businesses "legible" to lenders, AI unlocks capital at scale. The result isn't a tech boom, but a fundamental repricing of the Indian economy.

Explore how Dilip Shanghvi's strategic acquisitions turned Sun Pharma into a $45 billion giant.

The Moneyball strategy  originates from Moneyball , Michael Lewis’s account of how Billy Beane , then General Manager of the Oakland Athletics , rebuilt a competitive baseball team with one of the lowest payrolls in Major League Baseball. When Billy Beane  ran the Oakland Athletics , he faced three structural realities: a) Severe Capital Constraint Oakland’s payroll was a fraction of competitors like the Yankees. Competing on “stars” was mathematically impossible. b) A Broken

Reliance didn’t lose money on cricket because the sport is unprofitable. It lost money because it mistook spending for strategy.

The core idea is shifting the focus from defending the rupee (short-term noise) to upgrading India's capital architecture. This systemic change is the "structural force" needed to unlock Nifty 50's potential for 100,000.

A weak Rupee was inevitable. A strong Rupee is a choice. India wins when INR assets become world-class, high-value services scale, and capital flows chase Indian growth.

Apple Inc.’s explosive growth in India, long seen as the company's next frontier, has hit a wall. New filings reveal that annual sales growth has decelerated to 18% year-on-year, the slowest pace in six years. This slowdown signifies the end of the "easy pickings" era, where a low base and strong brand equity drove impressive numbers. Now, analysts warn growth could dip further to the 10-15% range, signaling a critical need for a strategic pivot.

Godrej Properties: The Brand That Sells Fast — But Must Now Deliver Faster For years, Godrej Properties Ltd. (GPL)  has been India’s polite powerhouse — a brand everyone trusts, but few associate with breakneck speed. That perception is starting to change. In the September quarter, GPL delivered its highest-ever second-quarter and half-year profits  — ₹405 crore and ₹1,005 crore respectively, up 21 % and 18 % year-on-year. Bookings hit ₹8,505 crore , a 64 % jump from last yea

When the International Gemological Institute (IGI) listed in India earlier this year, it glittered. The stock soared over 50%, marking one of the most successful IPOs in recent Indian market history. Investors loved the story — an asset-light, global certification business positioned at the intersection of luxury, trust, and technology. After successfully navigating tariff wars, the company’s latest earnings confirmed sustained growth, driven by increasing global certificatio

Hitachi Energy India reported a stellar Q2 FY26 with profit up 4× and order inflows rising 13%. As India’s leading power-infrastructure company, it’s now positioned at the intersection of the energy transition and the AI revolution. With a ₹29,000-crore backlog and expanding margins, the company is powering the grids and data-centre infrastructure driving India’s next phase of growth.

A deep dive into Meesho’s upcoming IPO — exploring how the Bharat-first marketplace is reshaping India’s e-commerce landscape.

Barbeque Nation’s stock is down 65%, but India’s dining boom isn’t over. The brand must evolve—asset-light, AI-driven, and health-focused—to reinvent itself for a new generation of diners.

Indian airports present one of the most compelling infrastructure investment opportunities globally. With one of the fastest-growing economies and an under-penetrated aviation network, India’s “patronage” assets such as airports represent scalable, recurring-revenue platforms that combine infrastructure, real estate, and digital transformation. As policymakers in India accelerate airport modernisation and expand aviation access to Tier-2, 3 and 4 cities, private capital and s

Can India transform its growth equation by moving from consumption-led services to exporting intellectual property that powers the world?

India taps Eternal for dinner and Friday night: Zomato + Blinkit + District now own the habit loop. Leadership is clear; profits lag. Can densification and fees beat rising last-mile costs?