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Welcome to the Money Stories Knowledge Hub
Here, we break down financial events, decode current market trends, and share interesting case studies all through the lens of Money Stories. Our goal is simple: to turn the most complex market ideas into simple, actionable insights that make you a little wiser every time you spend a few minutes with us.
Stay informed with our latest news regarding market trends, investment strategies, and company updates. We aim to provide you with valuable insights that can assist in making informed financial decisions.
Blogs
When Growth Isn't Growth -The Gold Loan Illusion
India’s gold loan sector recently has, by most conventional measures, delivered strong outcomes. Since FY 23 companies such as Muthoot Finance have reported: Revenue Growth of around 36% CAGR Profit growing at 39% CAGR And an operating profit growth at 39% CAGR What stands out is that this growth has come from a product backed by one of the most liquid forms of collateral yet consistently priced at relatively high yields. At a glance, the picture holds together. The more us
MS Blogs
3 days ago3 min read
India’s retail revolution
India today stands among the fastest-growing major economies in the world, driven by a combination of structural strengths and strategic shifts like - Make in India and the China+1 strategy. Population of approximately 1.4 billion enabling a deep talent pool. Strategic geopolitical positioning and sustained infrastructural development. These have created powerful structural growth engines for the economy. This growth has led to a few trends - India is moving higher up the v
MS Blogs
Mar 173 min read
The Iran Conflict’s Economic Reach into India
Brief Context The Strait of Hormuz is a 33-kilometre stretch of water that happens to be one of the most important pieces of geography for the Indian economy. A fifth of the world's oil passes through it every day, and there is no other way for that oil to get out. If the strait gets clogged, every country that buys oil feels it at once. This week's escalation in the region has already disrupted supply chains, with tankers diverting and insurance premiums for Gulf cargoes cl
MS Blogs
Mar 36 min read
Psychology of market cycles
The price of a stock is driven by many factors such as fundamentals, valuations, liquidity, news and technicals. But beneath all of these lies a more powerful force: human behavior . Individual emotions compound at the market level, creating waves of optimism, fear, and overreaction that can significantly distort price discovery. Behavioral finance is not merely a theoretical framework that can be mastered through study. Many of its effects operate subconsciously, shaping how
MS Blogs
Feb 175 min read
Treasuries - connecting the dots
In the first four parts of the Treasury series, we explored the evolution of money , from early barter systems to commodity money and finally to fiat currencies in their current form. At every stage, money evolved in response to the limitations of its previous form. Barter failed due to inefficiency and lack of standardisation. Commodity money addressed trust but struggled with scalability and portability. Fiat currencies solved these constraints by breaking the link between
MS Blogs
Feb 33 min read
500% Tariffs: A Cheat-code to Growth?
In April 2025, Donald Trump announced sweeping tariffs across multiple nations, imposing duties exceeding 100% on some countries, particularly China. The narrative was familiar: foreign nations were being unfair, American industries were suffering, and tariffs would restore domestic manufacturing while keeping jobs inside the United States. Tariffs have long been politically attractive because they appear simple: tax foreign goods, protect local firms, and save domestic jobs.
MS Blogs
Jan 2011 min read
The World’s First Market Bubble
Throughout history there have been many major events that have shaped the course of how economies, industries and companies evolved. In this series, we will attempt to break down some of these events and try to understand the reasons, causes, and the impact it has had on how markets and its many constituents behave and what we can learn out of it. In this blog, we’re exploring the story behind the world’s very first financial bubble, an event that many have never heard of, ye
MS Blogs
Jan 135 min read
Evolution of money
Money feels like a modern invention, but the idea behind it is far older than coins, banks, or governments. Long before nations existed, humans needed a way to trade with each other, first within small villages, then across growing communities, and eventually across continents. As societies became more complex, simple barter stopped working. A fisherman could not always find a baker who wanted fish, and a farmer could not divide a cow into equal pieces for trade. People neede
MS Blogs
Jan 69 min read
Silver: From Monetary Metal to Industrial Powerhouse
Silver is once again commanding attention. Prices are elevated, narratives are building, and interest across markets has intensified. Yet silver has never been a simple asset. Its behaviour is shaped by history, industrial relevance, and financial markets all at once. To understand where silver may head, it is essential to first understand what silver represents and why it behaves the way it does . Silver’s History and Significance For centuries, silver played a central role
MS Blogs
Dec 30, 20256 min read
NBFCs: superior to banks?
There is a common perception that NBFCs are structurally disadvantaged when compared to banks and therefore cannot perform on par with them. From raising capital at rates close to where banks lend, resulting in a higher cost of capital, to serving narrower customer segments where banks cater to a much broader base across products and geographies, banks often appear to have a clear edge. At first glance, this conclusion seems reasonable. However, we hold a view that may differ
MS Blogs
Dec 23, 20256 min read
Look Beyond Growth
In this week’s blog we are going to cover an important aspect of fundamental analysis. When researching a stock, many of us look for revenue and profit growth as some of the most important indicators right? Growth may look impressive on paper, but here's the catch: not all growth creates value. Two companies can show identical 20% profit growth, yet one enriches shareholders while the other silently dilutes them. The difference lies in the underlying quality: the efficiency o
MS Blogs
Dec 17, 20253 min read
Do Other Metals Have Place In Treasuries?
In Part 1 of this series, we traced the forces that keep gold at the centre of global finance , from its declining reserves to its rising demand in a world shaped by geopolitics. If anything became clear, it was that gold's place is unique in this world. Gold is exceptional, but what stops other metals from stepping into its role? Silver is abundant in history, platinum is rarer than gold, copper powers the modern world, yet none of the other metals, despite their utility, h
MS Blogs
Dec 9, 20256 min read
Will gold ever lose its shine?
GOLD has been making headlines, from its sudden price surge to central banks around the world ramping up their holdings. Once known for its quiet stability, gold is entering a new era. But what exactly is driving this shift? And is gold still the undisputed king of reserves? Why gold has always mattered For over 4,500 years, gold has shaped economies, empires, and monetary systems. Its place in monetary history is not accidental, but is rooted in a few enduring qualities: Du
MS Blogs
Nov 26, 20255 min read
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