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.
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 …
30 June 2026
NIFTY ITAccentureInfosysTCSAI DisruptionJefferiesSector AnalysisIndian EquitiesSector NoteTechnology
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 &…
21 June 2026
Reliance IndustriesAsian PaintsBirla OpusBlock DealCompetitive DisruptionValuationNSE / BSEIndian Equities
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…
13 June 2026