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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
New episodes every Friday
The question you didn't ask
Why the best investors check lists, not just conviction
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The AI bubble question
Whether AI is a bubble matters less than whether you are behaving like one
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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The market misprices stocks using outdated assumptions.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.
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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