Persistence Capital is a performance-oriented investment manager focused on Indian equities. Our goal is to be the best in the business of picking stocks, and not the best in building a business around stock-picking.
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Research on Indian equities from the Persistence Capital investment team.
October 2026
India's bull-market themes, 2015 to 2023
Bought after they became popular, 13 of 16 lagged the NSE500 over three years.
ReadJuly 2026
Is India an AI loser?
On first look, yes. But India's AI winners aren't in the index.
ReadMarch 2026
Q3 FY26 results review
What actually changed in the October to December 2025 quarter, sector by sector.
Read
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