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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 ...
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 ...
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. ...
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 ...
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 ...
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, ...
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 ...
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 ...
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 ...
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 ...
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. ...
