IFSA SRCC

Will global finance remain stable when geopolitical conflicts resort to economic sanctions more often, without regard for consequences? It is not only their monetary effects that matter, but also the ways in which sanctions reshape trade and financial flows, and the issue of reserve currencies, as sanctions become more frequent and more financial. In our latest report, we examine how sanctions shape commodity markets, international trade flows, and the global monetary system. Through assessments of financial sanctions, reserve diversification, and emerging payment systems, we inquire whether increased sanctions use is enhancing dollar dominance in the short term while simultaneously moving the world economy towards greater fragmentation. The issue is not the collapse of the dollar or the end of globalisation. We are witnessing the evolution of the global financial system for the new economic statecraft.

Can long-term EV competitiveness exist without strategic control over batteries and critical minerals? As EV adoption accelerates globally, the real question is not just about demand, but about who captures the value across the supply chain. In our latest report, we examine whether India should build a fully domestic EV ecosystem, pursue a balanced hybrid model, or rely more heavily on global suppliers. By comparing costs, supply risks, policy incentives, and long-term strategic outcomes, we explore what path best strengthens India’s competitiveness in the EV transition. The debate is not about sovereignty vs. efficiency, but about how India can balance the two to build a resilient, globally competitive EV supply chain.

At IFSA SRCC, our latest report, “Currency Wars and Dollar Dominance,” examines how nations balance the high-stakes maneuvers of competitive devaluation with the pursuit of financial sovereignty. From the structural grip of the Petrodollar system to the rise of CBDCs and the internationalization of the Yuan, we explore how strategic shifts are helping countries reduce dollar dependence through secure, digital, and decentralized alternatives. As digital infrastructure and trade alliances like BRICS Pay redefine the global status quo, it promises to democratize financial power and redefine how nations translate economic policy into lasting value.

IFSA SRCC, in collaboration with IFSA SSCBS, presents a research report titled “India’s Investment Revolution: A Valuation, Behavioural & Structural Perspective from the Gen-Z Investor.” The report examines the transformation of India’s investment landscape through the lens of a rapidly growing, digital-first Gen-Z investor base, analysing shifts in participation, valuation frameworks, risk perception, and asset preferences. It integrates historical evolution, behavioural insights, primary data analysis, and regulatory perspectives to highlight how young investors are reshaping capital markets. Explore more high-impact research from IFSA SRCC bridging investments, strategy, and real-world application

How do you move millions of packages every day without owning planes or massive fleets? Delhivery answered that question by rethinking logistics from the ground up. IFSA SRCC brings you another edition of Unmasking Business Models, where we break down how category leaders build scale through smart strategy and technology. This edition explores how Delhivery’s asset-light network, data-driven operations, and integrated platform reshaped India’s logistics landscape and unlocked sustainable growth. More such business deep dives coming your way stay tuned.

IFSA SRCC is proud to unveil the January 2026 Newsletter -a deep dive into how markets kicked off the year. From India’s early-2026 equity momentum and pre-Budget expectations to global trade realignments, commodity shocks, and the evolving crypto landscape, this edition captures the forces shaping capital flows and investor sentiment. Stay informed. Stay ahead.

“Market evolution is rarely driven by a single shift, but by consistent, strategic adaptations over time.” Unveiling IFSA SRCC’s latest report, “Emergence of Flexi Cap Funds in the Last 5 Years”, an analytical study examining the underlying trends shaping the mutual fund industry. From changing investor behaviour to flexible allocation strategies, this report analyses how flexi cap funds have gained prominence and influenced portfolio construction in the Indian mutual fund ecosystem over the past five years.

IFSA SRCC, in collaboration with IFSA SSCBS, presents a research report on “India’s Digital Credit Transformation”, examining the structural shift in credit access for MSMEs and low-income households across India. The report explores how digital public infrastructure, fintech-led lending models, and evolving regulatory frameworks are reshaping the credit ecosystem while also highlighting persistent gaps, regional disparities, and the scale of the MSME credit opportunity. The report encompasses: • Evolution of digital lending and credit delivery • MSME and household adoption trends • Alternative credit assessment and underwriting models • Role of policy, regulation, and digital public infrastructure • Challenges, risks, and the future of inclusive credit Stay tuned for more impactful research from IFSA SRCC at the intersection of finance, strategy, and innovation.

IFSA SRCC presents a focused equity research report on one of India’s fastest-growing cement players, JSW Cement. With a rapidly expanding capacity base, integrated operations, and a sharp cost-efficient model, JSW Cement is positioning itself at the center of India’s infrastructure cycle. Its execution strength and strategic growth plans make it a compelling player to track. Inside this report: • Detailed financial model • Industry and competitor analysis • Strategic and operational insights • Valuation, risks, and growth drivers Discover why JSW Cement could be a major beneficiary of India’s next phase of infrastructure-led expansion.

What enables a startup not just to grow, but to grow sustainably? Our latest report, “What Makes a Startup Sustainable and Successful?”, explores how financial discipline, strong unit economics, technology-led efficiency, and structured decision-making shape resilient, scalable businesses. Through key frameworks and real-world case studies, the report highlights how sustainability and scalability work together to build ventures that withstand market shifts and create long-term value. Stay ahead of the curve with IFSA SRCC! 🚀