Here are the must-read posts on my Substack:
My Investment Strategy as War Escalates
As tensions rise in the Middle East, volatility has returned to global markets in a visible way. Crude oil reacts first. Currencies adjust. Global indices wobble. Risk appetite shrinks. Naturally, Indian equities are feeling the tremors.
War Escalates: What should Indian investors do?
The Middle East is again at the center of global attention, and this time the tension is not about a single flashpoint. It is a layered conflict with political, military, and economic implications that investors cannot afford to ignore.
Jio BlackRock’s Advisory: Another Disruption Coming?
When I first saw the ₹350 headline, my instinct wasn’t “cheap advisory”. It was “this is classic Jio”. Price is just the entry point. The real play is reach.
Why L&T looks compelling for medium- to long-term investors
I have been watching L&T closely as an investor for 6 years now, and the more I dig into its strategy and execution, the more it reads like a classic compounder with optional growth levers.
IDBI Stake Sale: All you need to know
The stake sale of IDBI Bank has been discussed for several years, but only recently has it started to look real and time-bound. For investors, this is not just another disinvestment story. It is a rare case of a public-sector bank moving toward full private ownership.
Gold & Silver Crash: What to do next?
In 2024, in my newsletter, I covered why silver prices are expected to increase. To be honest, had no clue the rally would be like this. However, it was obvious the rally would not sustain for long, so I did not participate in the current rally (I had already booked profits in 2025).
https://abhinavmishra.substack.com/p/pvr-inox-sold-4700bc-to-marico
https://abhinavmishra.substack.com/p/my-new-investments-in-last-12-months
https://abhinavmishra.substack.com/p/silver-price-today-will-silver-price
https://abhinavmishra.substack.com/p/mutual-funds-bought-and-sold-these