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General
[Media] On CNBC TV18: Mutual funds to attract stamp duty. How will it impact your returns?
Deepak was on CNBC TV18 today to talk about the impact of stamp duty on Mutual Fund Investor Returns. Mutual funds to attract stamp duty. How will it impact ...
Premium
Q4FY20 Earnings Report: Balkrishna Industries
The global OHT market is estimated to be $12 Billion. This company in our portfolio has a global market share of 8% in agricultural tyres and 2-3% in the OTR ...
Stocks
Q4FY20 Earnings: Vodafone Idea’s Liquidity Worsening
We wrote about the impact how even the most favourable verdict from the Supreme Court in the AGR case will not make it easy for Vodafone Idea to survive: Can ...
Stocks
Bharti Airtel: Phoenix Rising From The Ashes
This Premium article has now been unlocked for free access The Indian telecom sector is entering a phase of tariff discipline which along with paradigm shift ...
Charts & Analysis
Arbitrage Funds: You Don’t Want to be the Elephant in the Room
This analysis in this post was subsequently referenced in a 2nd July Business Standard article: “Rising shares of arbitrage funds in futures segment ...
Foundations
How to think about Asset Allocation in India – Part 2
Part 1 of this two-part Asset Allocation post used a simple equal-allocation strategy over four available assets to make the case for asset allocation as a ...
Premium
Q4FY20 Earnings Report: Marico
In continuation to our coverage of results for our portfolio companies, we cover two consumer facing businesses in this post. Consumer facing businesses will ...
Stocks
Can Vodafone Idea Survive Even With A Favourable AGR Case Outcome
The verdict of a 15-year-old legal battle between India’s mobile operators and the Government of India, has raised serious concerns around the survival of ...
Premium
Prepping for the Build | The making of a Trend Following Strategy
“Data! data! data! he cried impatiently. I can’t make bricks without clay.” ― Arthur Conan Doyle, The Adventure of the Copper Beeches ...
Premium
Axis Bank: One right step at a time
For better or worse, banks take centre-stage during testing times. Times like now separate the wheat from the chaff. Today we look at Axis bank – which ...
