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Editor's Picks

NEWSLETTER

Marcellus' Portfolio Updates & Insights - February 2026

marcellus.in From Our CIO’s Desk RBI’s Report Flags Indian Consumer’s Debt Trap For the past year, we have warned that the Indian middle class is financing its lifestyle through a precarious reliance on debt. The RBI’s latest Financial Stability Report (FSR) has now validated these concerns, signalling that the “consumption story” is hitting a wall […]


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NEWSLETTER

Marcellus' Portfolio Updates & Insights - January 2026

                             marcellus.in  From Our CIO’s Desk How Four Mega-Reforms by the Indian Government and the RBI Dismantled the Barriers to International Capital. RBI data reveals a staggering 58% surge in capital outflows from India over the past 5 years. This shift underscores a critical imperative: the necessity of investing in dollar-denominated assets. This is particularly […]


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Economic Warfare is Now a Daily Reality. Is Your Portfolio Ready for It?

Over the past 20 years, America has led the world in using economic chokepoints to hurt its rivals. First China (using rare earths) and now Iran (using Hormuz) are returning the compliment. It is all but inevitable that every significant economy will now use economic warfare to attain its goals. To protect your wealth in […]


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