Blog categorized as Alex K Babu

Companies Bigger Than Governments

It’s fascinating and a little unsettling to see how some corporations today have grown to a scale once reserved only for nations. Take Nvidia, for instance. Its market capitalisation now stands at around US $4.5 trillion, almost equivalent to the entire GDP of India, which is about US $3.9 trillion....

23.10.25 14:56:56

How the “Mothers of the House” Won This Year

When it comes to investments… the mothers knew best.

While the world debated interest rates, stock rallies, and tech bubbles —

they quietly did what they’ve always done best.

They bought gold.

09.10.25 15:01:51

Is There a Curse on Indian Cricket Sponsors?

Cricket in India is more than a sport — it’s a cultural phenomenon. And for brands, having their logo on the Team India jersey represents prestige, visibility, and instant recognition. Over the years, these sponsorships have become some of the most valuable marketing deals in the world of sports.

But...

25.09.25 09:40:56

Elephant Can Dance. How Mahindra Transformed in Just 5 Years!

Over the last half-decade, Mahindra & Mahindra hasn’t just kept pace, it’s surged ahead. From legacy strength to future-first EV innovation, the transformation is one to watch.

Here’s what’s moved the needle:

18.09.25 09:57:46

Is Donald Trump Planning to Challenge Gold’s Dominance?

For over 15 years, since the global financial crisis, central banks worldwide have been quietly stockpiling gold. The goal has been simple: reduce dependence on the US dollar.

This steady accumulation kept gold prices rising gradually… until ...

28.08.25 11:16:00

S&P 500 at Record Highs: Is It Time to Look at China?

In the world of investing, the safest bets often feel the most comfortable. Right now, the US stock market is that safe story — the S&P 500 continues to hit fresh record highs, driven by the AI boom and the dominance of the dollar.

But if history has taught us anything, it’s this:

The best trad...

27.08.25 12:38:33

Are We Missing Something? Why Indian Markets Are Lagging Behind the S&P 500

The S&P 500 has been on an unstoppable run lately—posting new highs almost every other week. It’s been a stellar ride for US equities, driven largely by tech giants and AI euphoria.

07.08.25 11:21:10

India’s Power Paradox: Zero Spot Prices Amidst Surging Generation

On May 25, spot electricity prices on India’s power exchanges plummeted to zero, a phenomenon attributed to unseasonal rains reducing cooling demand.

27.05.25 10:29:00

Why Defense Should Be a Theme in Your Portfolio

Defense is no longer just a matter of national security; it’s an emerging investment opportunity that savvy investors should not ignore.

21.05.25 07:37:00

A Thought Experiment in Power, Panic, and Portfolio Management

Now, anyone with a basic understanding of stock market portfolio management knows one thing for certain: buying high is not the most effective wealth-building strategy. So, what does a rational investor with unlimited power do in such a situation? The answer is simple: manufacture chaos.

19.05.25 07:37:00

Credit Score Important Hai! Why India Needs a National Movement for Credit Awareness

Now, it's time to ask—if we could revolutionize investments with a simple slogan and smart education, why can’t we do the same for credit scores?

13.05.25 14:49:36