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Stocks
How EMIL is standing out amongst Consumer Durables Retailers
EMIL, popularly known as Bajaj Electronics (not related to the Bajaj Auto Group), is the fourth-largest consumer durable retailer in India, competing with ...
Commentary
The 12% Myth: Estimating Long-Term Equity Returns
12% is the most common assumption plugged into financial planning models, with good reason. The problem is long-term returns in India have a wide range. In the ...
Stocks
Divgi Torqtransfer Systems: At the Forefront of Drivetrain Innovation
Industry-best margins in auto-ancillaries aren't from giants like Uno Minda or Motherson Sumi, but from Divgi Torqtransfer Systems, a newcomer to the stock ...
Economy
India joins Global Bond Indexes: What it means and What it doesn’t
Indian bonds will soon be in global indexes, says JP Morgan. Looking beyond the rhetoric, we analyze what it really means. It's a nice party, but will this ...
Stocks
HDFC Bank: Value Buy?
This post is unlocked for users taking up our 14-day free trial. Start trial to read the article. HDFC Bank is caught up in market pessimism, trading at its ...
Mutual Funds
The Best Arbitrage Fund in 2023
This post is unlocked for users taking up our 14-day free trail. Start your free trail to read the post. Arbitrage funds have now started to become popular ...
Stocks
L&T Buyback: Should you tender your shares?
L&T launched its first-ever buyback, sized at 10,000 Cr. This move is primarily to help achieve their FY26 target of an ROE above 18%. If you hold L&T shares, ...
General
[Newsletter] Analysing Smallcap 250 correction, 5 Good Reads and Market Overview
While mid and smallcase struggled really hard, Nifty 50 had a nice week with a 2% gain. Crude continues to move up and has now touched $94. Gold ended flat ...
IPO
RR Kabel IPO: Is It Worth the Buzz?
This post is unlocked for users taking up our 14-day free trail. Start your free trail now. Against the backdrop of markets hitting an all-time high, the ...
General
[Newsletter] Target higher returns or higher corpus?, 5 Good Reads and Market Overview
9 September 2023: Nifty 50 had a solid week, with a 2% increase, while Gold and Silver fell. Crude continues to move up and has now touched $90, increasing our ...