Research Archive

INVasset Insights

Perspectives on markets, cycles, and portfolio positioning from INVasset.

61 Published Insights
14th July, 2026
From Order Book to Earnings — India's Defence Goes Export-Plus-Execution
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29th June, 2026
The Tax Wall Falls — Why India Just Re-Opened Its Bond Market to the World
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5th June, 2026
The Tax Tilt — Why the FPI LTCG Debate Decides
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16th March, 2026
India's Foreign Policy is Turning Strategic Not Aligned
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19th February, 2026
RBI MPC
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9th February, 2026
US-India trade deal
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8th September, 2025
8Sept2025_GST 2.0
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3rd September, 2025
3Sept2025_Beyond the Dollar: The Case for a Multipolar Currency System
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20th August, 2025
20Aug2025_What PM Modi's I-Day Playbook Signals for Markets
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12th August, 2025
12Aug2025_India UK FTA
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7th July, 2025
7July2025_Jio Blackrock Tie Up
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6th July, 2025
6July2025_SEBI Bars Jane Street from India
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28th January, 2025
28Jan2025_Union Budget 2025
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27th January, 2025
27Jan2025_When Bonds Defy Gravity
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27th January, 2025
27Jan2025_Impact of Crude Oil and Natural Gas on Indian Inflation
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27th January, 2025
27Jan2025_When Giants Fall - The Story Behind Hindenburg’s Farewell
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26th January, 2025
26Jan2025_Maha Kumbh Mela 2025
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25th January, 2025
25Jan2025_The Disappearing Micro ATMs of India
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25th January, 2025
25Jan2025_Rewriting Maps, Reigniting Controversy Trump Bids to Redefine Nations
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22nd January, 2025
22Jan2025_The Yen's Odyssey through Time
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16th January, 2025
16Jan2025_Budget 2025-The Loom Where Dreams Are Woven
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16th January, 2025
16Jan2025_India’s PLI Scheme - A Bold Vision or a Half-Baked Gamble
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16th January, 2025
16Jan2025_India’s Silent Green Revolution
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7th January, 2025
7Jan2025_The Rise of AI
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7th January, 2025
7Jan2025_The Storm of the Trident
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3rd January, 2025
03Jan2025_The Tale of Battling Rupee
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3rd January, 2025
03Jan2025_The Phantom Returns
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30th December, 2024
30Dec2024_The return of Donald Trump
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28th December, 2024
28Dec2024_The transformative voyage of Manmohan Singh
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26th December, 2024
26Dec2024_The Rise, Fall and Rebirth of Indian Edutech
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26th December, 2024
26Dec2024_The Rise of Quick Commerce in India
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26th December, 2024
26Dec2024_The Indian Wedding Industry
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26th December, 2024
26Dec2024_The December Effect
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23rd December, 2024
23Dec2024_Adani Bribery and Fraud Case
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19th December, 2024
19Dec2024_Rate Cut Outlook and Economic Projections
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16th October, 2024
16Oct2024_Ratan Tata
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16th October, 2024
16Oct2024_RBI Monetary Policy Update
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23rd May, 2024
23May2024_Mining the Future
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23rd May, 2024
23May2024_Capex Capital
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24th September, 2023
24Sept2023_Golden Quadrilateral
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20th June, 2023
20June2023_Gati Shakti
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5th June, 2023
05June2023_SagarMala
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26th May, 2023
26May2023_BharatMala
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10th May, 2023
10May2023_Sugar
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10th April, 2023
10Apr2023_PLI Renewable Energy
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27th March, 2023
27Mar2023_PLI_Aviations
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8th March, 2023
08Mar2023_PLI Telecom
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6th March, 2023
06Mar2023_Railways
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22nd February, 2023
22Feb2023_PLI Food Products
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15th February, 2023
Budget 2023-2024
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7th February, 2023
07Feb2023_PLI Textiles and Apparel
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31st January, 2023
31Jan2023_PLI Medical Devices
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12th January, 2023
12Jan2023_PLI Metals & Mining
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3rd January, 2023
3Jan2023_PLI Auto Components
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22nd December, 2022
22Dec2022_PLI Fertilizer
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17th December, 2022
17Dec2022_PLI Pharma-ceuticals
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10th December, 2022
10Dec2022_PLI Whitegoods
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2nd December, 2022
02Dec2022_The Great Indian CAPEX Cycle
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24th November, 2022
24Nov2022_PLI Electronic Systems
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16th November, 2022
16Nov2022_Defence Sector to boom under Atmanirbhar Bharat
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9th November, 2022
09Nov2022_Europe Plus One
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