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Bajaj Finance 3.0 : The Next Phase of Growth

Bajaj Finance’s transformation has been impressive, but the road ahead may be more nuanced. With credit demand rebounding, deposit traction improving, and ...

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Recent Posts

General

Alternative MF Picks for the Focused Portfolio

As you may already know, we will be sunsetting our research services in September 2025, also marking the end of all our premium portfolios including the ...
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Stocks

Zaggle: Smarter Spend Management for Businesses

Zaggle is an innovative fintech SaaS company specializing in expense management, transforming how businesses streamline payments and manage vendor relations. ...
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Stocks

Cracking the Patent Code: Natco’s Winning Formula

Natco Pharma, a leader in APIs and niche generics, faces growth challenges post-Revlimid exclusivity in FY26, with semaglutide offering long-term ...
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Stocks

TARIL: The Pickaxe and Shovel Play in India’s Energy Transformation

TARIL is one of the leading transformer manufacturers in India, and with the country’s growing power demand, the company is well-positioned to play a crucial ...
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Premium Portfolio

In Earnings We Trust: 2024 Focused Portfolio Review

For the calendar year 2024, the Focused portfolio is up 29.4%, compared to the Nifty 50's 8.7% and the Nifty 500's 14.8%. We started 2024 on a rough patch, ...
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CM Strategy

Capitalmind Nifty No Downside Strategy: 2024 Performance Review

Capitalmind Nifty No Downside Strategy aims to capture 'almost' all the upside of the Nifty while minimizing downside risk through a combination of ...
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Stocks

Jubilant Pharmova: At the Crossroads of Change

Jubilant Pharmova is a multifaceted pharma player, standing amidst a blend of growth and transformation. While some its segments are showing robust growth ...
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Stocks

Waaree Energies: Powering India's solar sector growth

The renewable energy world is changing fast, and Waaree Energies is leading the sector. But there's a big question on everyone's mind: Is renewable energy just ...
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Stocks

PG Electroplast: Diversifying and scaling to ride India’s EMS growth story

PGEL is one the leading ODM players in the country manufacturing products like air conditioners and washing machines. India's Consumer Electronics Market is ...
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IPO

Niva Bupa Health Insurance: Structural tailwinds in play

Niva Bupa Health Insurance is one of the largest and fastest growing standalone health insurer (SAHI) in India and is coming up with an IPO to raise 2,200 Cr. ...
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