When the U.S. Commerce Secretary claimed a "missed call" stalled the India trade deal, he omitted the real trigger. Manish Bhandari, CEO of Vallum Capital, reveals the "monetary mutiny" of 2026: from the RBI’s quiet "Vostro" circular to the Petro-Rupee mechanism that allows Russia to buy Indian sovereign debt, effectively bypassing the U.S. Dollar.
In this deep-dive, Manish Bhandari, CEO of Vallum Capital, compares the current market shift to Africa’s Great Migration. As AI valuations reach a "Magnificent Fade," capital is surging into Biotechnology and Life Sciences. Learn how the Bio-secure Act and AI-driven drug discovery are creating a "catch-up" trade that generalist funds can no longer ignore.
As Kotak Mahindra Bank marks 40 years of existence and 30 years as a listed entity, Manish Bhandari, CEO of Vallum Capital, examines the rare "architecture of trusteeship." Discover how Uday Kotak navigated 19 major drawdowns to turn a ₹10,000 IPO investment into nearly ₹39.5 lakhs by prioritizing governance over shortcuts.
In this provocative analysis, Manish Bhandari, CEO of Vallum Capital, labels quarterly earnings the "innovation butcher." While SEBI’s LODR mandates 45-day reporting cycles, Bhandari argues that the relentless pressure to hit short-term targets is forcing Indian CEOs to sacrifice R&D and long-term national prosperity for fleeting stock market approval.
Following a sharp 10% correction in October 2025, many investors are asking if gold has peaked. Manish Bhandari, CEO of Vallum Capital, explains why this dip is a "coiled spring" within a secular bull market. Discover why the traditional 60:40 portfolio is evolving into a 60:20:20 model and how gold is decoupling from fiat currency and risk assets.
On July 24, 2025, regulatory orders on market coupling triggered intense volatility for the Indian Energy Exchange (IEX). Manish Bhandari, CEO of Vallum Capital, dissects the "Whale Trade" behind the scenes, exploring how massive F&O positions and a 30X jump in options premiums are shaping IEX’s stock price independently of regulatory fundamentals.
Veteran investor Manish Bhandari analyzes the "irrational exuberance" currently surrounding Railway PSUs. He explores the cyclical nature of market bubbles and provides a framework for identifying red flags before a correction occurs.
Drawing a parallel to the movie "Drishyam," this article analyzes how political narratives shape investor sentiment. With India's investor base crossing 9 crore, the author warns against over-leverage and the hype surrounding the June 4th date.
From elephant herds to tech boardrooms, Manish Bhandari examines the biological and economic case for female leadership. He highlights how empathy and holistic decision-making among women are reshaping global wealth and investment strategies.
In an era dominated by AI and big data, Manish Bhandari, CEO of Vallum Capital, explores why industry leaders still rely on "gut feelings." From HDFC Bank's adaptive architecture to the Japanese concept of Hara, learn why developing your sixth sense is a necessity—not a luxury—for long-term investment success.
This analysis explores how the success of the Income Declaration Scheme highlights a need to shift from taxing income to taxing household balance sheets, potentially generating billions to fund national infrastructure.
A sharp take on how the Brexit referendum triggered global uncertainty, while early signs of a US slowdown and India’s recovery story quietly reshape the investment landscape.
Manish Bhandari of Vallum Capital argues for a 0.15% tax on household balance sheets to combat rising inequality and fund India's national infrastructure.
