Insights & Research

Independent perspectives on valuation, capital markets, and long-term investment themes grounded in analytical rigor and cycle-aware analysis.

Our research practice provides objective, conflict-free analysis designed for institutional and professional audiences. We focus on capital dynamics, valuation frameworks, and long-term structural themes.

Featured Insights

Geopolitics

The geopolitical and economic consequences of the 2026 United States military intervention in Venezuela

American Depositary Receipts of the Indian IT giant Infosys experienced a massive and unexplained intraday price surge of up to 56%, reaching a high of $30.

December 2025 5 min read
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Capital Markets

The $25 Billion Phantom Glitch - the Curious Case of Infy

Analysts suggest that while the ouster of President Maduro initially triggered stock market volatility, it may eventually lower crude oil prices by unlocking Venezuela’s vast reserves. Indian energy giants such as ONGC Videsh and Reliance Industries are highlighted as primary beneficiaries, potentially recovering billions in stuck dividends and gaining access to heavy crude at discounted rates.

December 2025 5 min read
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Capital Markets

The Battle for Warner Bros

Hollywood’s creative engine shifted from the studio lot to the boardroom as Netflix and Paramount Skydance. Warner Bros. Discovery (WBD) became the centre of a high-stakes bidding war, drawing rival offers from industry titans including Netflix, Paramount Skydance, Comcast, and Starz.

December 2025 15 min read
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Capital Markets

Global M&A 2025 - Integration of artificial intelligence driving business transformation

Global M&A landscape in 2025 so far, has been defined by a striking contrast between declining deal volumes and a surge in high-value megadeals.

November 2025 30 min read
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Sector Research

The Vermicompost Industry: Production, Economics, and Market Growth

Examines the economic, environmental, and practical dimensions of vermicomposting, a process that uses earthworms to transform organic waste into nutrient-rich fertiliser. Individual success stories, such as a farmer in Kashmir earning significant annual revenue, illustrate how this practice empowers rural communities and provides a sustainable alternative to chemical fertilisers

November 2025 40 min read
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Strategic Finance

ESG criteria from a voluntary niche into a mandatory business imperative and a primary lever for value creation

Statistical data indicates that nearly all S&P 500 companies now issue sustainability reports, as investors increasingly link high ESG scores to superior financial returns and higher valuation multiples.

October 2025 5 min read
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Research Themes

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Capital Cycle Analysis

Understanding how capital flows, allocation decisions, and market timing interact across economic cycles to create opportunities and risks.

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Valuation Methodologies

Advanced approaches to valuing complex assets, illiquid securities, and businesses with non-traditional revenue models.

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Market Structure Evolution

Analysis of how regulatory changes, technology adoption, and investor behavior are reshaping global capital markets.

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Corporate Governance

The intersection of governance structures, stakeholder alignment, and long-term value creation in public and private companies.