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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
When a mutual fund investor dies
5 min read•By Aakar Rastogi
Too many funds? Don't sell in a hurry
2 min read•By Ashutosh Gupta
4 min read•By Dhirendra Kumar
Welcome to the New Value Research!
2 min read•By Value Research
New episodes every Friday
The AI bubble question
Whether AI is a bubble matters less than whether you are behaving like one
Other Episodes
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The slow learner
A business can improve in plain sight for years before its price admits it
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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.
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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The market misprices stocks using outdated assumptions.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.
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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