In this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025.

You’ll learn how to spot tailwinds, avoid headwinds, build a clear investing setup, and think long term.

Each idea is explained using practical company and sector examples, so you can apply it in real investing decisions.

You’ll also understand when to stay invested, when to exit, and how compounding works over time.

What this episode covers

- Tailwinds vs headwinds

- Investing with a clear setup

- Power of compounding and long-term thinking

- Changing market cycles and new winners

- Key themes to study for 2026

- Global investing mindset

- Key Learnings & Book Suggestions

This episode is for investors who want less noise, more clarity, and better long-term outcomes.

In this episode, we deep-dive into the Indian Jewellery Industry with Abhishek Jain — a jeweller with over 30 years of industry experience and an active investor.

This podcast covers the complete jewellery business from an investor’s point of view, including:

• Jewellery industry basics & value chain

• National and regional players and how they scale

• Key investor metrics like margins, ROCE, studded ratio & inventory turns

• Contract manufacturers and their unit economics

• Certification companies and their role in trust & pricing

• Lab-grown diamonds (LGD) — opportunity, risks & future outlook

Abhishek also explains gold hedging, gold metal loans, and why jewellery businesses focus on stable margins instead of gold price speculation.

If you want to understand how jewellery companies actually make money and how investors should analyze this sector, this podcast gives you a clear A-to-Z framework.

In this episode of SOIC, we discuss a powerful investing mental model called product mix change. We analyze two precision engineering companies — SANSERA Engineering and Shriram Pistons & Rings — to understand how legacy auto businesses are using their cash flows to build future-ready segments.

Sansera is moving beyond ICE auto components into aerospace, defence, semiconductors, and EV-agnostic parts, while Shriram Pistons is using its pistons business as a cash cow to expand into automotive interiors and ambient lighting through acquisitions.

This episode is not about buy or sell recommendations. It is initial research focused on understanding how businesses transition over time and how investors can track long-term value creation using the product mix change framework.

In this episode of SOIC, we do a complete top-down analysis of the Indian stock market.
We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improving.

We analyze B2G-linked sectors, EMS, solar, transformers, consumption, financials, and small caps, using valuations, market breadth, and cycle analysis.
You’ll also learn how to spot opportunities during volatility, understand sector rotation, and prepare for the next market cycle with a clear framework.

This episode is a market temperature check to help you think clearly, avoid noise, and invest with discipline.

In this episode, you will learn everything about Mutual Funds for 2026 and beyond.
We explain the difference between mutual funds and active stock picking, why thinking like a unit collector is important, and how to build wealth using SIP.

You will also learn a simple framework to choose mutual funds, which flexi cap, mid cap, and small cap funds are worth tracking, and how to use ETFs and passive investing for the next few years.

This episode is perfect for beginners as well as long term investors who want a clear, practical approach to investing without confusion.

In this episode, you’ll learn the core idea of Proxy Investing - a simple way to find companies that benefit from big trends without being in the spotlight. You’ll learn how suppliers and enablers grow faster than the main industry players, how downstream companies profit from themes like AI, data centers, power, chemicals and industrialization, and how to identify these proxies using value chains, order books and tailwinds. With clear examples from India and global markets, this episode gives you an easy, practical framework to find better businesses in any sector.

In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a deep dive into key companies. We also cover revenue models, valuations, risks, and the future outlook of the sector. If you’re interested in asset-heavy businesses and long-term compounding themes, this episode is for you.

This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Banks/NBFCs, Auto Ancillaries, Shipbuilding, Telecom, Ports & Airports, to strong performers in Diagnostics, Ratings, and Power.

You’ll also learn how earnings downgrades are bottoming out, which sectors show early strength for H2, and the concalls every serious investor should read. Packed with insights, frameworks, and practical habits, this episode will sharpen your research process and help you understand where the next set of opportunities may emerge.

Get ready for an exclusive deep dive into one of the fastest-growing industries on the planet — Drones & Anti-Drone Systems. You’ll learn why this has become a sunrise sector, how modern warfare is changing, the full drone value chain, key components, global leaders, Indian players, and how drones are now used in defence, agriculture, logistics, and critical infrastructure. A quick but powerful overview of where the future of unmanned systems is headed.

In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector.

We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now.

You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance from major lenders points to stronger credit growth ahead.

We also discuss why this could be the early phase of a new sector upcycle, with banks leading and autos likely to follow.

We go through multiple companies across the sector to help you understand how to study them better.

Perfect for anyone who wants to understand how the banking cycle works, what’s changing now, and how to approach this sector smarter.