It takes a true contrarian thinker to call out the peak when the air is thin, and Subham Agarwal has demonstrated remarkable foresight. Well done!

Before you jump into the markets with your pot of savings. Please spend 2 minutes to read what our team has to say. Take investment decisions carefully and not emotionally. Stock markets are raw brutal and like the animal kingdom, they don’t understand emotions

Every time in history, when investors have overpaid for growth, the outcome has been disastrous. Here in this series, we will compare Indian Companies to their global peers and let you the investor decide what outcome to expect. #AequitasIndia #Investors #CaveatEmptor

👉 India’s forex reserves up $68 Bn in FY24, where does it rank in global major economies? 👉 IT firms plan a hiring spree for FY 25, what are the hiring plans of the major IT companies? 👉 Capital Goods and Engineering companies undergoing Capex – Which company has what plans?

Presenting the next set of company comparison between Indian companies & their global peers. Simply stating facts for the investor to take a rationale decision. If you find this interesting and wish to read more comparisons, check it out: bit.ly/4dSQEzn #AequitasIndia

Introducing a new segment in our Newsletter - 𝗦𝗶𝗴𝗻𝘀 𝗼𝗳 𝗦𝗹𝗼𝘄𝗱𝗼𝘄𝗻. The global economy is slowing down & there are dark clouds on the horizon for the domestic auto sector, and more. In this section, we will look for other sectors showing early signs of slowdown.

Don’t want to say ‘we told you so’ but going where everyone goes is not a great idea! Being contrarian is not just our 𝗛𝘆𝗺𝗻 𝗙𝗼𝗿 𝗧𝗵𝗲 𝗪𝗲𝗲𝗸𝗲𝗻𝗱 – it’s our #ForeverPhilosophy. #Coldplay #FarEast

Hyundai IPO : A Diwali Celebration in Seoul Aequitas Research team's take on the upcoming India's biggest ever IPO. #StayInformedStayAhead #Hyundai #IPO #Investors #CaveatEmptor #AequitasIndia

Aequitas on Hyundai IPO 👉 A Diwali Celebration in Seoul! Upcoming IPO might not be a great deal for Indian Investors as 🚘 Global Automobile Industry is facing headwinds 🚘 Signs of slowdown in India From Hyundai’s perspective it’s a no-brainer 🕺 😲 Stock in S.Korea trades at

A lot unfolded last month! Introducing our revamped Newsletter with a comprehensive take on 𝗦𝗶𝗴𝗻𝘀 𝗼𝗳 𝗦𝗹𝗼𝘄𝗱𝗼𝘄𝗻, Sectorial outlook, biggest rally since COVID in the 2nd largest economy & the biggest IPO listing - Hyundai. The signs are out there at the retail

Been donning the hat of a planner, nurturer, strategist, and manager as a mom? We have something exciting that will shift the narrative of your professional journey. Stay tuned for the big reveal! Drop us a mail at [email protected] with the subject: 𝗧𝗵𝗲 𝗕𝗶𝗴

Family responsibilities and the financial domain – think it’ll be tough to juggle between the two? We’ve got an exciting announcement that will ‘break’ this barricade for good. Stay tuned for more updates. Drop us a mail at [email protected] with the subject: The Big Break

Ola service stations have practically become a mass graveyard where owners can’t even give a last rides to their bikes BVS Sukumar Nitin Gadkari Kunal Kamra

We promised more details about our Back from Break career program – and here they are! An exciting & tailored opportunity for mothers on a career break, to work with one of the leading global fundhouse, from the comfort of their home. Equally excited? Then explore the entire

Do read our take on the current power sector.

Why is Aequitas Investments's Siddhartha Bhaiya sitting on 80% cash? How will he spend the funds? He shares the plan with Niraj Shah. Watch more on 'Talking Point': bit.ly/3OjouCX

Aequitas 1st Newsletter of 2025: Top Down, Bottom Up, is here! 👣 Special Coverage on the year 2024 gone by, - How did Indian markets perform against Global markets. - Clouds of INR Currency depreciation intensifies 🎯 Why the Signs of Slowdown, aren't slowing down! -

Siddhartha Bhaiya’s Aequitas is the fund for the ultra-rich that can win by not playing. He has spent over a decade making the ultra-HNIs richer in a capricious market—though if it picks up again, he may just have to pay for that luck, reports Nuha Bubere (नुहा). the-ken.com/story/siddhart…

💡𝐅𝐨𝐨𝐝 𝐟𝐨𝐫 𝐭𝐡𝐨𝐮𝐠𝐡𝐭 𝐨𝐫 𝐛𝐢𝐭𝐞-𝐬𝐢𝐳𝐞𝐝 𝐦𝐚𝐫𝐤𝐞𝐭 𝐢𝐧𝐬𝐢𝐠𝐡𝐭𝐬, 𝐨𝐮𝐫 𝐍𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐜𝐚𝐩𝐭𝐮𝐫𝐞𝐬 𝐢𝐭 𝐚𝐥𝐥. 🍔 𝐖𝐡𝐚𝐭 𝐭𝐨 𝐞𝐱𝐩𝐞𝐜𝐭? From domestic market updates to international trends; from capital markets to industry-specific

🚨 𝗪𝗲'𝗿𝗲 𝗛𝗶𝗿𝗶𝗻𝗴 𝗮𝘁 𝗔𝗲𝗾𝘂𝗶𝘁𝗮𝘀 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀! 🚨 We’re on the lookout for sharp, ambitious minds to join our dynamic team at Aequitas Investments, one of India’s leading PMS fundhouse.   🔍 𝗢𝗽𝗲𝗻 𝗥𝗼𝗹𝗲𝘀: 🔹 Compliance/Operations Manager: Keep us