About Explore Portfolio Connect

Insights & Perspectives

ExploreArticles

In-depth analysis, market perspectives, and investment insights from the Rohindia Capital team.

12 Articles
Capital MarketsStocks
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.

Read Article
PhilosophyCommodities
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.

Read Article
IndiaReal Estate
February 28, 2026

India's Decade: Macro Tailwinds and Investment Case

With a working-age population of 600 million and digital infrastructure, the structural case for India is arithmetically compelling.

Read Article
FoundersStartups
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.

Read Article
GoldStocks
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.

Read Article
RiskCommodities
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.

Read Article