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117 ArticlesKrishna Appala

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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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Unfolding the Sudarshan-Heubach deal

Sudarshan Chemicals announced its acquisition of Heubach Group, a 200-year-old pigment giant, sending its stock soaring 20%. While the market reacted ...
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Zen Tech: Spearheading Innovation in Defence

Are defense stocks losing their shine? Has the long-term growth trend reversed? We doubt it. While stocks in this sector were down anywhere between 20-35%, we ...
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Tejas Networks: FY25 growth secured. Is the best yet to come?

With FY25 growth already factored in, Tejas Networks is now eyeing major opportunities like BharatNet Phase 3 and Kavach orders. Backed by the Tatas, Tejas ...
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Patience is the strategy: Focused portfolio mid-year review

It's been a bit of a rollercoaster, especially these last few months, but that's part of the equity investing. It's like having a compass and a map in the vast ...
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Arman Financials: Serving India UnInc.

If our economy sneezes, people at the fag end of the economic pyramid catch a cold, and so does the MFI industry that serves them. Even within these adverse ...
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Why we like Kaynes Technology

The ESDM sector is taking off, growing at over 30% CAGR. Kaynes is riding this wave with high-margin products and with debt-free balance sheet. They are ...
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Voltamp & CG Power: Riding the Power Demand Surge in India

Things are getting interesting in the power utility sector. Managements are sounding bullish. Companies are setting up new capex. Orders are pouring in. But ...
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Should you buy Kotak Bank now?

Kotak Bank is caught up in market pessimism due to a recent RBI ban on onboarding new online customers and issuing new credit cards. This raises pressing ...
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CM Fixed Income: Exiting Banking & PSU to Add a New Gilt Fund

We are increasing the duration of our Fixed Income portfolio to reflect the current macro conditions. We want to take advantage of the current higher rates to ...
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