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  • July 26, 2024

Niveshaay’s View on the Union Budget 2024

The Union Budget 2024 is themed around the roadmap for the pursuit of ‘Viksit Bharat,’ aiming to generate employment, enhance financial stability, improve credit access, and foster overall economic growth, making it a unique model of self-propelling growth strategy. While tax adjustments are part of...

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  • July 20, 2024

Is Water and Wastewater Industry at an Inflection?

“Water is life’s matter and matrix, mother and medium. There is no life without water.” India is home to a whopping 18% of the world’s population, but it only has about 4% of the world’s resources. With cities growing and industries booming, the country’s water...

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  • June 24, 2024

Key Insights from SNEC Expo, Shanghai

In the coming decades, global energy demand is expected to significantly increase due to rising population, industrial growth, technological advancements, and increased data center usage. This growing demand, coupled with challenges such as climate change, greenhouse gas emissions, and escalating pollution, underscores the need for...

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  • June 15, 2024

Market Outlook: Post Election Results

The election outcome has been both remarkable and unexpected. The National Democratic Alliance (NDA) has returned for a third term forming a coalition government. There should not be any crucial impact on the policy frameworks as previous ministers have retained major ministries, ensuring the continuity...

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  • May 28, 2024

Indian Aviation Industry: Who’s leading the Pack? (Part II)

In part 1 of our blog, we discussed how the aviation industry appears to be headed towards strong growth. Amongst all, we also discussed how Interglobe Aviation Limited (“Indigo”) appears to be set to enjoy benefits from this industry wide tailwinds. This part of the...

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  • May 27, 2024

Frequently Asked Questions by Niveshaay Subscribers

Q1. Which Niveshaay smallcase should we invest in? The choice of smallcase for investment depends on your investment horizon, risk tolerance, and financial goals. Each smallcase is designed with a specific investment objective and strategy in mind. It’s essential to evaluate your own investment horizon...

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  • May 03, 2024

Niveshaay Annual Letter 2024

It’s that time of the year when we put our thoughts to perspective, reflect on our past successes and what didn’t work for us, evaluate areas for improvement, and convene with our team to set goals and agendas for the upcoming year. First and foremost,...

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  • April 19, 2024

India’s Consumer Boom Unveiled

The first two decades of this century were China’s, then this decade and beyond will be India’s. The consumption story in India is just unfolding. – Sanjiv Mehta, Former CEO and MD, HUL India, boasting a population of 1.4 billion, has recently surpassed China to...

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  • February 27, 2024

Is the Wind really blowing in favour of Wind Industry ?

What do you think when you hear the word ‘renewable energy’? Solar, right? However, when we say renewable energy, it is not just solar; there are other renewable energy sources that are included, like wind energy, hydro energy, bioenergy, etc. Solar is the most popular...

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