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A year in review of the ideas, questions, and frameworks that shaped our thinking on markets, behaviour, and investing in 2025.

India's defense power isn't about tanks and jets anymore; it's about mastering the materials and code that power them.

Venezuela may be across the world, but its oil matters to India’s economy and many Indian companies.

One exceptional year made gold look superior to stocks. But 18 years of data tells a very different story about wealth.

As we close the books on 2025 and open the first chapter of 2026, the question we need to ask is what kind of market we're heading into.

India’s insurance sector is shifting from volume-led growth to margin, discipline, and profitability, reshaped by regulation and digital scale.
