Research notes and market commentary from WealthMinds
Srishti contributes research articles to ExpertView i-Point. Summaries below — read the full pieces on their site.
Brent crude is up 22% on US-Iran tensions, refined fuel scarcity has hit record highs, and strategic reserves are significantly depleted. For India, which imports over 85% of its oil, a prolonged supply shock threatens currency weakness, inflation, and margins across fuel-dependent sectors.
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REITs give retail investors exchange-traded access to commercial property, with 5–7% distribution yields and none of the capital demands of direct ownership. Office REIT penetration across India's top seven cities has nearly doubled since 2021.
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India's retail inflation hit 4.38% in June, a 17-month high driven by food and transport costs. A look at what this means for savings returns, interest rates, and household purchasing power — especially in rural India.
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The data tells a more nuanced story than the doom headlines: companies investing heavily in AI are actually growing their workforce. India's IT sector in particular looks set to benefit from rising AI-related hiring demand.
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Electricity futures let generators, discoms, and industrial buyers manage volatile short-term power prices without exchanging any actual electricity — a tool that's becoming essential as renewables head toward half of India's capacity by 2030.
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Solar power is now cost-competitive with coal, and India has already surpassed its renewable capacity targets years ahead of schedule — a structural shift in capital allocation, not a niche theme.
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