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The Quiet Shift in Indian Retail: Quick Commerce Isn’t Just Growing — It’s Reshaping Behaviour
“Consumer behaviour rarely changes overnight — but when it does, the economy reshuffles around it.” A Sector Moving Faster Than Anyone Expected Quick commerce — once dismissed as an experiment funded by venture capital excess — is now at a scale where it is no longer a category but an infrastructure layer of India’s consumption ecosystem. The latest industry checks conducted across Bengaluru suggest a very clear shift: Quick commerce is no longer just delivering groceries — i

Tikona Capital
Dec 26, 2025


India’s IPO Frenzy: Sustainable Boom or a Bubble in Disguise?
India’s capital markets are once again at the center of attention. In the first half of 2025, despite initial volatility around national...

Tikona Capital
Jun 30, 2025


Retail Revolution: Empowering Investors in India
Retail Participation: From Metros to Mandis As of January 2025, the National Stock Exchange (NSE) boasts over 11 crore unique registered...

Tikona Capital
Jun 29, 2025


The RBI’s Balancing Act: Can Rate Cuts Fuel Growth Without Sparking Inflation?
As the global economy transitions from synchronized monetary tightening to cautious easing, the Reserve Bank of India (RBI) faces a...

Tikona Capital
Jun 25, 2025


The End of AAA: Understanding the U.S. Credit Downgrade and Its Implications for Indian Markets
In a development that marks a critical juncture in global financial history, Moody’s Investors Service downgraded the United States'...

Tikona Capital
Jun 19, 2025


Markets after the end of conflicts!
Markets went through a roller coaster of sentiments during the last 45 days starting with tariff wars and then Indo-Pak conflict, while...

Tikona Capital
Jun 4, 2025


Budget 2024 - Investing in Pursuit of Viksit Bharat
Equity markets have consistently breached new highs in the year 2024 along with most global markets near their lifetime highs except for...

Tikona Capital
Jul 25, 2024


Navigating market volatility during elections: Insights & strategies for investors
Elections bring uncertainty with potential policy shifts. Market volatility can unsettle investors.

Tikona Capital
May 24, 2024


Governance at Scale: Building sustainable startups
How to build sustainable startups ? Governance at scale !

Tikona Capital
Apr 10, 2024


Howard Marks insights on the story behind surprises and market cycles
As an equity’s portfolio manager with over 20 years of expertise in the equity markets, I've seen various economic and financial cycles....

Tikona Capital
Mar 4, 2024


Stay invested, we are not in a bubble zone, but remain watchful: Sumit Poddar, Tikona Capital
Synopsis Sumit Poddar discusses the mixed outlook of the market, strong SIP flows, Q3 results, opportunities in smallcaps, and his view...

Tikona Capital
Feb 26, 2024


2024 - Year of Opportunities !
The year 2023 vs 2022 Following a challenging 2022, 2023 proved to be a year of recovery, NIFTY with strong growth of about 20% in CY2023...

Tikona Capital
Jan 18, 2024


Debunking Benchmark Myths: Unveiling the True Measure of Financial Success!
As a portfolio manager, I've always been evaluated based on outperformance relative to the benchmark, and my incentives are based on...

Tikona Capital
Dec 8, 2023


Mastering the Art of Selling: Insights from Seasoned Investors
In the complex realm of investing, knowing when to sell a stock is a nuanced endeavor, requiring a blend of artistry and scientific...

Tikona Capital
Nov 6, 2023


NIFTY to FIFTY (50,000) – Mitigation of risks to the journey
The article, "Nifty to Fifty: 50,000 - Mitigation of Risks to the Journey," unveils a captivating narrative surrounding Nifty and its...

Tikona Capital
Oct 13, 2023


From Moon landings to Megatrends: India's journey to $30 trillion GDP future
From Moon landings to Megatrends: India's journey to $30 trillion GDP future

Tikona Capital
Sep 4, 2023


Bulls vs bears – Who will win the fight on Dalal Street?
As volatility engulfs Dalal Street, investors eagerly await the outcome of the high-stakes battle between the bullish and bearish forces...

Tikona Capital
Jul 13, 2023


India: The unstoppable investment destination of next decade
In quest of sharing investment wisdom with our clients and prospective investors, here is our article in EconomicTimes.com Market Moguls...

Tikona Capital
Jul 4, 2023


Fear of heights for short term in markets
In quest of sharing investment wisdom with our clients and prospective investors, here is our article in EconomicTimes.com Market Moguls...

Tikona Capital
Jun 23, 2023


Overcoming Denial and Fear as the Market Reaches New Heights
In quest of sharing investment wisdom with our clients and prospective investors, here is our article in EconomicTimes.com Market Moguls...

Tikona Capital
May 31, 2023
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