Craving Alpha

Why Moving to Debt Now Could Be the Worst Investment Call

When Low Inflation Becomes India’s Only Growth Hurdle

Oct 15 • 

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September 2025

GST 2.0: Why Big-Ticket Goods Get Cheaper, but FMCG Giants Pocket the Gains

India is on the brink of rolling out its most significant Goods and Services Tax (GST) reform since the system was first implemented.

Sep 2 • 

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August 2025

India's Resilience: How New US Tariffs Could Supercharge Indian Exports and Global Ambitions

The global chessboard has dramatically shifted.

Aug 26 • 

Craving Alpha

Corporate India's Q1 FY26 Earnings: A Tale of Resilience Amid Global Headwinds and Strategic Expansion

A Mixed Bag with Hidden Strengths

Aug 14 • 

Craving Alpha

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The Recency Trap: How Short-Term Memory Sabotages Long-Term Investment Success

A tale of three markets and the dangerous allure of extrapolating temporary trends

Aug 8 • 

Craving Alpha

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July 2025

India’s Old-School IT: Losing Relevance in the Age of AI

The Indian IT sector, once the poster child of the country’s economic liberalization, is now at a turning point.

Jul 28 • 

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Mapping India’s Long-Short Fund Landscape: What Sets Craving Alpha Apart

As India’s equity market matures, investors are waking up to the need for structured downside protection, how many of these strategies actually deliver…

Jul 17 • 

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June 2025

May 2025

🚀 India’s Bond Market Is Quietly Becoming the Next Big Growth Engine

India’s economy is booming. It’s the world’s fifth largest, backed by strong GDP growth, stable inflation, and rising global influence.

May 23 • 

Craving Alpha

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The Double-Edged Sword of Holding Cash: Opportunity or Obstacle?

Discover how holding cash can benefit or hinder your financial strategy. Learn when liquidity is a smart move and when it’s costing you growth.

May 14 • 

Craving Alpha

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Why War or Tensions Often Trigger Economic Growth – And What It Means for India

A Conflict-Driven Paradox: How War Spurs Economic Momentum

May 7 • 

Craving Alpha

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April 2025

India VIX Wakes Up: A Signal That Real Markets Are Back

For most of the past six months, India’s Volatility Index—popularly known as the VIX—has been in a deep freeze.

Apr 15 • 

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