Track record
Every research observation we make is logged here with the date, the thesis, and โ when the outcome horizon arrives โ what actually happened. Wins and misses both.
Global risk-off rotation driving FII outflows from Indian equities. VIX elevated. Thesis: temporary dislocation, not fundamental deterioration. Quality businesses at reasonable valuations historically offer favourable entry during fear episodes.
๐ ICICIBANK ยท Private Banking ยท 30% bracket~19% below recent highs
Sector-wide, not company-specific
Tax: LTCG clock starts Apr 2026
Outcome check:
April 2027
Will cover Infosys Q4 results, FY27 guidance implications for IT sector, and one new research observation for the week.