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Monthly perspectives from our investment team on markets, portfolio positioning, and the long-term India opportunity.
Latest Editions
MARCH 2026
Navigating Volatility: A FlexiCap Perspective
Our monthly take on market cycles, valuation discipline, and where we are finding long-duration opportunities.
FEBRUARY 2026
Long Horizon Fund: Compounding Through Cycles
Why patient capital and quality businesses continue to anchor our Long Horizon strategy in changing market regimes.
JANUARY 2026
2026 Outlook: India's Structural Story
Themes we are tracking across manufacturing, financialization of savings, and premium consumption for the year ahead.
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