Insights
Market observations, sector notes, and valuation thinking.
Short-form commentary on companies, sectors, and ideas I am actively following — published between full research reports.
RBI Reopens the Leveraged Buyout Door: Will the Acquisition Finance Framework Hold Bank Discipline?
Equity Insights aadithsantosh.com · July 6, 2026 Regulatory Insight RBI Reopens the Leveraged Buyout Door: Will the Acquisition Finance Framework Hold Bank Discipline?…
The Wrong Scoreboard: Why India's Quick Commerce Dark Store Race Misses the Point
Equity Insights aadithsantosh.com · June 30, 2026 Sector Insight The Wrong Scoreboard: Why India's Quick Commerce Dark Store Race Misses the Point Aadith Santosh …
When the Bellwether Stumbles: What Accenture's Guidance Cut Really Means for Indian IT
Equity Insights aadithsantosh.com · June 20, 2026 Sector Insight When the Bellwether Stumbles: What Accenture's Guidance Cut Really Means for Indian IT Aadith Santosh &…
Reliance's Perfect Exit: What the Asian Paints Block Deal Really Signals
Equity Insights aadithsantosh.com · June 13, 2026 Equity Insight Reliance's Perfect Exit: What the Asian Paints Block Deal Really Signals Aadith Santosh · A…