Perspectives on
Financial Technology
Thought leadership, research, and practical insights on technology transformation in financial services. Stay ahead of the curve with our latest thinking.
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Nifty 50 Q3 FY26 Earnings Preview: What to Expect This Season
With Q3 earnings season kicking off, we analyze sector-wise expectations, key stocks to watch, and potential market movers. Banking and IT sectors in focus.
Fed Rate Trajectory 2026: Impact on Emerging Market Flows
With the Fed signaling a potential pause, we examine the implications for FII flows into Indian equities and the rupee outlook for the coming months.
Nifty 50 Q3 FY26 Earnings Preview: What to Expect This Season
With Q3 earnings season kicking off, we analyze sector-wise expectations, key stocks to watch, and potential market movers. Banking and IT sectors in focus.
Fed Rate Trajectory 2026: Impact on Emerging Market Flows
With the Fed signaling a potential pause, we examine the implications for FII flows into Indian equities and the rupee outlook for the coming months.
Small Cap Valuations: Time for a Reality Check?
After a stellar 2025, small cap stocks are trading at historically high multiples. We analyze whether the rally is justified and identify pockets of value.
The AI Chip Boom: Mapping India's Semiconductor Opportunity
As global AI infrastructure spending accelerates, we look at Indian companies positioned to benefit from the semiconductor and electronics manufacturing push.
RBI MPC Preview: Rate Cut Hopes Rise Amid Cooling Inflation
With inflation trending lower and growth concerns emerging, markets are pricing in a potential rate cut. Here's our take on the February MPC decision.
PSU Banks: The Re-Rating Story Has Just Begun
After years of underperformance, PSU banks are seeing improved fundamentals. We analyze the structural changes and identify our top picks in the space.
2026 Global Markets Outlook: Navigating Uncertainty with Data
Our analysis of key themes driving global markets in 2026—from AI disruption to geopolitical shifts. What investors need to know to position their portfolios.
PLI Scheme Impact: Which Sectors Are Actually Delivering?
Two years into the PLI scheme expansion, we assess the ground reality. Electronics and pharma lead, while others lag. A data-driven analysis.
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About the Author
Debjani Mukhopadhyay
Founder, Solvexon
9+ years of experience in financial technology, from equity research to building trading platforms.
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