The Aktai Blog · Topic
Market and macro events read for what a Research Analyst needs to act on: RBI policy days, the Union Budget, earnings season, and structural risks like AI-infrastructure concentration. Focused on turning an event into a fast, compliant client note rather than commentary for its own sake.
6 guides in this topic.
Where AI-infrastructure concentration risk actually sits in an Indian portfolio, the specific signals analysts are w...
The shape of the Q1 FY27 reporting calendar, what to watch by sector at a thematic level, and how a Research Analyst...
How to read a Union Budget as an investor or analyst: the levers that move markets, which sectors are policy-sensiti...
The MPC left the repo rate unchanged at 5.25% on 5 June 2026 and kept a neutral stance, the third hold in a row. The...
Earnings season hits four times a year, and the stocks that move indices report in a predictable order. The 2026 rep...
Quarterly results land at the same time for everyone. The gap between filing and your phone determines whether you c...
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