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Equity research

Farfolio Research

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NIFTY 50NSE———

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USD / INRSpot rate———

INDIA VIXVolatility———

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Market outlook

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The current NIFTY 50 level and a scenario-based gold outlook, refreshed automatically.

Full outlook

NIFTY 50India equities…Awaiting data

GOLDXAU / USD…Awaiting data

USD / INRSpot rate…Awaiting data

INDIA VIXVolatility…Awaiting data

India benchmarkLive index data

Gold prediction12-month scenario map

Gold levels are scenario illustrations anchored to the current spot price—not a guaranteed forecast or investment advice.

Method and assumptions

Briefs

Short reads. Durable ideas.

Concise notes on the developments worth carrying into your investment process.

Policy

Reading the Rate Pause: What the Market Missed

27 Jul 2026 5 min read

Business quality

Pricing Power Is More Than a Margin Story

25 Jul 2026 4 min read

Global markets

Freight Normalisation and the Next Earnings Reset

22 Jul 2026 6 min read

Thesis tracker

Follow the argument, not just the outcome.

Thesis	Type	Published	Updated	Status	Return
Horizon Bank	Equity	24 Jul 2026	24 Jul 2026	Active	+6.8%
Gold through 2030	Macro	15 May 2026	18 Jul 2026	Active	—
Indian capex cycle	Sector	01 Jun 2026	12 Jul 2026	Active	+4.2%
US recession in 2026?	Macro	30 Mar 2026	30 Jun 2026	Revised	-1.1%

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