When war dominates the headlines, investors often assume markets will collapse. History suggests something different. In most cases, the drawdowns were short-lived, and markets recovered once the scale of the conflict became clearer.

The article shares key lessons that every serious investor should understand - especially in a world where uncertainty is the only constant. The article further points towards what history really teaches us about building resilient portfolios.

The article looks us what the GDP figures and the yield curves generated from the available data for India and other major economies tell us about our future path.

This article explains why gold beat equities during the period from 2007 to 2025, why it does not mean what many people think it means, and what it teaches us about building portfolios that survive real-world market cycles.

Over the past decade, the NIFTY 50 has evolved through multiple market regimes — global liquidity cycles, a once-in-a-century pandemic, rapid digitisation, and a structural shift in India’s growth narrative.

Rather than relying on opinions, this article looks at what the last 10 years of data objectively tells us, and how quantitative forecasting models can be used responsibly to think about the road to 2030.