Back in 2021, when India’s new-age tech companies were rushing to go public, we wrote to you about the “FAD–FOMO–FADE” cycle.

Listen to our quarterly catch-up call, where our founder, Mr. Vikas Khemani, shares his views on the markets, new trends and a quick update on our portfolios.

We explore the unexpected U.S. tariffs and GST cuts, and how to interpret them. While the U.S. tariffs will selectively impact specific sectors, the GST overhaul will deliver broad-based benefits across the economy, likely providing Indian consumers with an annualized gain of INR 1.8 tn.

Formation of yet another FAD–FOMO cycle - "the next big unlisted stock" or "the next preferential allotment to participate in."

Discussions around heavy selling by promoters or insiders have gained prominence in media and investment circles.

Listen to our quarterly catch-up call, where our founder, Vikas Khemani, sharing his views on the markets along with an update on our portfolios.