03 May 2025
Prompted by the recent disclosure of an inventory discrepancy at Ramakrishna Forgings, this week we examined critical red flags of which investors should be mindful.
03 May 2025
Prompted by the recent disclosure of an inventory discrepancy at Ramakrishna Forgings, this week we examined critical red flags of which investors should be mindful.
26 Apr 2025
Following the tragic terrorist attack in Pahalgam, India awaits a robust response from the Modi government, with discussions around the potential suspension of the Indus Waters Treaty (IWT). Herein we explore the background of the IWT and the possible economic implications of its suspension.
19 Apr 2025
This week, we explored the fast-growing Quick Commerce space. Ground checks by our team revealed that while the sector, dominated by just three players, is expanding rapidly, questions remain around its sustainability.
12 Apr 2025
This week, we explored the Trump tariffs that shook markets globally and the subsequent rebound triggered by Trump’s unexpected U-turn. The turmoil might have been let to continue if not for an unusual spike in bond yield volatility, which signaled looming recession risks.
05 Apr 2025
This weekend, we explored the historical relationship between gold and silver – and the S&P 500 to gold ratio – particularly during uncertain times like these, when recession fears in the US are mounting.
22 Mar 2025
This weekend, we explored some key insights at the index level – the Sensex 30. While fundamentals and technicals are crucial, ownership patterns also play a significant role in shaping a stock’s trajectory.
08 Mar 2025
This week, we explored whether Tesla’s declining sales outside the U.S. stem from Elon Musk’s political influence or the technological advancements of Chinese EV makers.
01 Mar 2025
This week, we explore the stringent regulations introduced for Indian F&O markets and the ongoing regulatory discussions aimed at curbing volatility and protecting investors, drawing parallel with the cases from China and Korea.
22 Feb 2025
This week, we explored global military strength, focusing on air prowess, particularly following the much-discussed F-35 offer from the Modi-Trump meeting last week.
15 Feb 2025
This week, we explore global and Indian index returns and further give a view of the sector performances in this quarter’s results.
08 Feb 2025
This week, we explored the unprecedented trade tariffs imposed by President Trump, their root causes and the impact on trading partners.
31 Jan 2025
This delves into the insights from divesting stakes by both Indian promoters as well as foreign MNCs, and parallelly draws a picture of FII and DII activity.
25 Jan 2025
Highlights from the Auto Expo 2025 – EVs and SUVs in the spotlight; The event inspired us to dive into Chinese auto industry, exploring its export boom, and the rising barriers.
18 Jan 2025
Dollar Index (DXY) and its impact on Indian stock markets. We explored historical trends and the reasons behind these patterns.
11 Jan 2025
This edition explores the remarkable Maha-Kumbh 2025, an event known for hosting one of the largest religious gatherings.
04 Jan 2025
This weekend’s edition delves into the basis of decision-making by global asset managers.
28 Dec 2024
Cumulative Free Cash Flows and Capital expenditures. We analyze this across large, mid, and small caps.
21 Dec 2024
This edition explores various instances where financial reporting appears vague or misleading—potentially impacting shareholder value.
14 Dec 2024
Over the past decade, India has achieved remarkable infrastructure and operational improvements.
07 Dec 2024
This week’s insights capture some interesting takeaways on Micro financing (MFI).
30 Nov 2024
This week, we delve into how identifying red flags early can provide critical foresight and warrant close monitoring.
23 Nov 2024
With so many unexpected events unfolding last week, let’s shift our focus to the brighter side of liquidity
16 Nov 2024
The key question is- Where is the market headed with the Nifty nearing a 10% correction from its all-time high?
09 Nov 2024
While the world is buzzing about Trump’s win and uncertainty lingers, here’s a data-driven look at key events and trends
26 Oct 2024
Drawing from our industry analysis and insights, we have identified 4-5 sectors with robust tailwinds for Vikram Samvat 2081.
19 Oct 2024
Despite India’s relatively small share in global textile exports, the “+1” shift is increasing the country’s visibility in the market.
12 Oct 2024
CEOs and the Social Media captured our attention amid Ola Electric’s social media backlash.
05 Oct 2024
Not every analysis focuses on the stock market. It’s fascinating to explore constitutions worldwide.
28 Sep 2024
A quick insight on changing consumption patterns in India.
21 Sep 2024
The potential for growth in the nascent Indian wine market.
14 Sep 2024
Exploring Nuclear Energy as a source of clean power in today’s growing energy demand scenario.
07 Sep 2024
High-quality hospitalization care at a lower cost a key driver of Healthcare Tourism in India.
31 Aug 2024
Quick comparison on EV and CNG Sales Volumes in 4-wheelers.
26 Aug 2024
The first Insights Unwrapped edition exploring some valuable insights in the Pharmaceutical Industry.
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