by Sadanand Shetty | Nov 4, 2025 | BlogPost
The Shift from #AI-Enablers to AI-#Adopters: Where the Next Decade of Alpha Lies For the last two years, markets have celebrated the AI enablers — the builders of chips, cloud platforms, and models (NVIDIA, Microsoft, Google). They created the engine. But the real...
by Sadanand Shetty | Mar 13, 2025 | BlogPost
Uncertainty Breeds Opportunity: How Information Asymmetry Creates Market Mispricing In the stock market, uncertainty is often viewed with trepidation. Investors fear the unknown, volatility spikes, and knee-jerk reactions dominate. However, for those who understand...
by Sadanand Shetty | Feb 28, 2025 | BlogPost
When Markets Collapse, a Vacuum is Created – Even Veterans Struggle to Find Answers Extreme selling doesn’t just push prices down – it creates a psychological vacuum where even seasoned investors hesitate. Buyers disappear, valuations become meaningless,...
by Sadanand Shetty | Jan 30, 2025 | BlogPost
Bajaj Auto’s Margin Mastery: How Strategic Agility Sustains 20% Profitability Amid Challenges Bajaj Auto’s ability to maintain operating margins of around 20% over the past decade is one of the standout aspects of its business. This stability has turned its operating...
by Sadanand Shetty | Jan 28, 2025 | BlogPost
How India’s 6 States, Contributing 67% of GDP, Are Shaping Competitive Federalism at Davos The participation of six Indian states—Andhra Pradesh, Maharashtra, Telangana, Tamil Nadu, Uttar Pradesh, and Kerala—at the World Economic Forum (WEF) in Davos underscores a...
by Sadanand Shetty | Jan 21, 2025 | BlogPost
Auto Expo 2025: How EVs Stole the Show and Marked a Watershed Moment for India’s EV Journey Auto Expo 2025 was nothing short of a spectacle, but what truly stole the spotlight was the sheer dominance of electric vehicles (EVs) across segments. With over 50 EV...
