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India opens the door of FDI for China
India is easing post-Galwan investment restrictions as supply chains, manufacturing needs, and growth priorities drive a strategic reset. Tap to know more.

Team Kautilya
May 132 min read


Stranded Assets
What happens when billion-dollar assets suddenly become worthless overnight, long before investors ever recover their original investment costs?

Team Kautilya
May 121 min read


Game Theory in action: UAE exits OPEC explained
OPEC’s unity weakened as the UAE pushed higher output, exposing tensions that turned cartel cooperation into a Prisoner’s Dilemma. Tap to know more.

Team Kautilya
May 103 min read


Animal Spirit
Animal Spirits drive economic decisions through emotions, shaping investments, spending patterns, and overall market confidence dynamics.

Team Kautilya
May 81 min read


India's Coal Paradox
India produced over 1 billion tonnes of coal in FY25, yet continues heavy imports. The issue is quality mismatch, not volume impacting trade balances, power pricing, and fiscal dependence on coal. Tap to know more.

Team Kautilya
May 63 min read


Capital Allocation Line
The Capital Allocation Line balances risk and return, guiding smarter portfolio choices tailored to investor preferences.

Team Kautilya
May 51 min read


India’s Mutual Funds Rulebook Just Got Its First Rewrite in 30 Years. Here Is What Actually Changed
SEBI’s 2026 mutual fund reforms improve transparency, not returns. Costs are split, overlap is capped, and labels must reflect reality. Post-April 2026 data is structurally new, not old TER repackaged. Clarity is the edge. Tap to Know More.

Team Kautilya
May 32 min read


Rational Inattention
Rational inattention means people ignore less important information, focusing only on what matters most to save time, effort, and mental resources.

Team Kautilya
May 31 min read


Finletter - Volume 62
Edition - 01st May 2026

Team Kautilya
May 11 min read


Finstreet- Power Sector
EDITION - 30th April 2026

Team Kautilya
Apr 301 min read
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