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Jay Mehta
Jay Mehta

Jay Mehta is a Senior Manager - Research at Upstox. He has over 10 years of experience in capital markets, spanning equity research, treasury management, investor communication/relations, corporate strategy, and business finance.

Articles19

Budget 2026: Are data centers the only beneficiaries?

7 min read
The government will offer a tax holiday till 2047 for foreign companies providing cloud services globally from data centres

What’s catching investor eyes in 2026?

9 min read
Exploring rare earth free motors, water, and copper as investment themes in 2026

The IPO party is in full swing, but are neighbours starting to complain?

3 min read
For mainline IPOs the average listing gain (closing price / issue price) has reduced from an average of 28% over the past years to about 9% in 2025.

When safe isn’t safe: The ignored volatility in gold prices

8 min read
For almost two decades (1980-2000), gold prices delivered negative or flat returns.

The Art of the Deal: 6 ideas from his 1987 book that explain Trump’s tariffs

6 min read
Does The Art of the Deal help understand how President Trump thinks and approaches situations?

Is India's demographic dividend an illusion in the age of AI?

9 min read
Globally, ~40% of jobs are expected to be impacted by AI

US or China: Who will blink first?

8 min read
China accounted for 69% of the world's production of rare earth elements in 2023. | Image: Shutterstock

With government capex slowing down, will the private sector step up?

6 min read
Corporate capex spend as a percent of sales has been falling

Is consumption the new shelter from the storm?

4 min read
THe Union Budget 2025 has raised the tax exemption limit

US 30-year bond yield crosses 5%; here's what it means for the markets

8 min read
When the US 30Y yields have touched 5%, markets have faced challenging times

Does market correction come with opportunities?

5 min read
As markets correct do the number of investment opportunities increase?

Market volatility 101: What every investor needs to know

5 min read
Understanding market cycles is crucial to investing success

Why is the healthcare sector outperforming even as the NIFTY50 struggles?

6 min read
The Nifty Healthcare index is outperforming the market and its peers

India’s expanding share in global GDP: A closer look at PPP

6 min read
India is the third-largest economy from a PPP point of view

Short stories and lessons for investors

5 min read
For investors who are looking to learn, these short stories provide deep insight

FII versus DII: The tug of war continues

4 min read
DIIs have been net buyers in the domestic cash market, providing support

Fundamentally sound, recently down: 20 stocks to be aware of

4 min read
Markets have corrected ~5% last week and are expected to remain on an edge

The long game: How time is your best investment ally

3 min read
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PMS Investing: Are you missing out?

2 min read
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