Borrowed Money, Overheated Chips, and the Trade That Could Reignite India Indian markets have underperformed for two years while global capital chased the AI semiconductor boom in North Asia. History says such cycles end. The evidence that we are at or very near that inflection point has never been stronger. T H E F U [...]
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A few years ago, a friend of mine lost his father unexpectedly. While the emotional shock was still settling, he found himself spending month after month visiting courts, lawyers and banks, not for property worth crores, but simply to get a succession certificate so he could access his father’s fixed deposits, close a bank account, […]


