"Markets rarely repeat history — but they often rhyme with it." – Global Strategy Desk Emerging Markets Take Centre Stage 2025 has been an unusually strong year for Emerging Markets. Local currency bonds, equities, and sovereign credit have all witnessed sharp inflows, supported by a combination of falling inflation, stabilizing currencies, and improving investor confidence. But here's the question global capital keeps asking: 📌 Is this rally a temporary stretch… or the begi

“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

Residential real estate across India’s top cities has entered a phase where time has become more expensive than money. Prices are no longer rising gradually—they are repricing faster than most salaried incomes can adjust. Industry transaction data and broker surveys through 2024–25 show that under-construction premium housing has seen sharp appreciation in key markets. Mumbai has led this trend, with price increases in the high single digits annually, while Bengaluru has seen