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• Wealth Insight - Dec 2025
Big bets, bold moves and foreign flows
From Emirates NBD's RBL stake and Cipla's new obesity drug to SEBI's TER revamp and Swiggy's Rs 10,000 crore QIP--this month saw serious capital in motion.
01-Dec-2025•Value Research Team
Top Picks
Welcome to the New Value Research!
2 min read•By Value Research
International funds: One lumpsum door left
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RBI is offering NRIs up to 7% on dollar deposits
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The market sold the wrong thing
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New episodes every Friday
The AI revolution worth having
Forget the trillions being bet on AI. The revolution that matters is the one you can build for yourself, for free, right now.
Other Episodes
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Old file, new company
The market misprices stocks using outdated assumptions. The opportunity lies in that gap.
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When 'this too shall pass' doesn't
For 30 years, I have told readers to ride out every crisis. The US-Iran war is the exception, and the reason matters more than the news itself.
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Read the signal, not the list
The Prime Minister's seven appeals are about consumption. The signal they carry is about the rupee.
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The Omaha show is over
Sometimes waiting for too long can lead to missed opportunities
More stories from Wealth Insight December 2025
Explore the edition
When good companies go on sale
3 min read•By Dhirendra Kumar
19 min read•By Kunal Bansal and Abhinav Goel
Damodaran's cure for market fever
5 min read•By Value Research Team
'Turning constructive on consumption recovery'
10 min read•By Ruchira Sharma
From coastal pawnshop to NBFC heavyweight
1 min read•By Value Research Team
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