About Approach Portfolio Connect
12 Articles
Indian Capital Markets Stocks
March 18, 2026

The New Architecture of Indian Capital Markets

India's capital markets are undergoing a structural transformation — the confluence of retail participation, technology platforms, and regulatory sophistication has created an ecosystem that is both deep and remarkably resilient.

Read Article
Investment Philosophy Commodities
March 10, 2026

Patience as a Capital Allocation Strategy

In a world obsessed with quarterly returns, patience has become the most underpriced asset in any portfolio. The greatest compounders share one trait: they were held.

Read Article
India Macro Real Estate
February 28, 2026

India's Decade: Macro Tailwinds and the Investment Case

With a working-age population of 600 million and a digital infrastructure that has leapfrogged legacy systems, the structural case for India is not merely optimistic — it is arithmetically compelling.

Read Article
Founders Startups
February 14, 2026

What We Look for in Early-Stage Founders

After evaluating hundreds of opportunities, our framework distils to three essential questions about founder quality, resilience, and compounding business model advantage.

Read Article
Gold Investment Stocks
February 3, 2026

Gold in a Portfolio: Relic or Relevant?

Gold has been declared dead a dozen times. Each time, it reasserts its role as the world's most trusted store of value. As sovereign debt expands, the case has never been stronger.

Read Article
Risk Management Commodities
January 22, 2026

On Risk: The Language We Use and Why It Matters

Risk is the most abused word in finance. Its conflation with volatility leads to poor decisions. We propose a cleaner definition: the probability of permanent capital impairment.

Read Article
Dollar Currency Real Estate
January 10, 2026

The Dollar's Slow Retreat and What Comes Next

For the first time in decades, a serious conversation is underway about dollar hegemony. This is a sober assessment in central banks and sovereign funds — not fringe speculation.

Read Article
Deep Tech Startups
December 20, 2025

The Rise of Deep Tech in India: A Venture Thesis

India's startup ecosystem is maturing beyond consumer internet. The next wave — AI infrastructure, space tech, bio-manufacturing, defence electronics — is just beginning.

Read Article
Real Estate Real Estate
December 8, 2025

Real Estate in 2026: Where Value Still Exists

After a three-year bull run in metros, where does real estate value remain? Our answer is tier-2 cities receiving infrastructure investment — the opportunity is significant and underpriced.

Read Article
Contrarianism Commodities
November 25, 2025

Contrarianism vs. Contrarity: Knowing the Difference

There is a dangerous confusion between being a true contrarian and merely being contrary. The difference, in practice, is the difference between Howard Marks and a permabear account.

Read Article
Inflation Commodities
November 12, 2025

Inflation's Second Act: Why the Fight Isn't Over

Central banks have declared partial victory. But the structural forces that produced this inflation cycle — energy transition, deglobalisation, labour tightening — remain intact.

Read Article
Term Sheet Startups
October 30, 2025

The Anatomy of a Term Sheet: What Founders Miss

Too many founders fixate on valuation while ignoring the clauses that truly determine outcomes. A guide to what actually matters in your term sheet — and what to negotiate.

Read Article

No articles found

Try a different search term or category filter.