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Market Overview
11 March, 2026

India’s Relative Pause in a Tech-Led Emerging Market Rally

Global capital flows are currently gravitating toward a narrow theme: AI, semiconductors, and large technology platforms. In that backdrop, India...
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4 March, 2026

Markets & Geopolitics: Lessons from Past Conflicts

As of late Tuesday, GIFT Nifty indicated ~807 points lower (~3%), suggesting a weak opening forIndian equities after the Holi...
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13 February, 2026

Is Bank Nifty Still Stealing the Spotlight in 2026?

Since it has been more than nine months from our April 2025 analysis and Bank Nifty outperformed the Nifty 50...
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7 February, 2026

Wealth First Newsletter – Feb 2026

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5 January, 2026

Wealth First Newsletter – Jan 2026

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24 December, 2025

From Silver’s Catch-Up to Gold’s Turn

Earlier in our blog we had sighted Silver’s undervaluation that now appears to be realized with gains of 126.5% in...
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16 December, 2025

AI’s Next Era: Infrastructure, Earnings, and Real Demand

With recent headlines such as Michael Burry, famous for his 2008 “Big Short” bet, warning that AI may be repeating...
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4 December, 2025

Wealth First Newsletter – Dec 2025

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8 November, 2025

Wealth First Newsletter – Nov 2025

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