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What An Upcoming Spectrum Auction Could Look Like

The spectrum held by the private operators – Reliance Jio Infocomm Ltd., Bharti Airtel Ltd., and Vodafone Idea Ltd. – was coming up for renewal only from ...
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Do Basmati Stocks Offer Value

The Basamti business is a commodity business, however listed companies in this space have decent ROE's. The results of the latest quarter have been good for ...
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Route Mobile IPO: Should you invest?

The Mumbai based messaging and voice application programming interface company Route Mobile Ltd. will be launching its initial public offering on 9th ...
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The Next Generation: Dixon comes of age

In the last five years (from FY17), nearly 98 companies have come out with IPOs in the main board, raising little more than ₹ 1.45 lakh crore. However, of ...
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Premium: Culling the Multicap Portfolio Means a Few Exits

The Multicap portfolio has been on hold for a while, as we analyzed the look of future events. We will do a few things: Pare down the list to just 15 stocks We ...
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Why Are Gilt Funds Down? That, and Fixed Income Portfolio Changes.

Gilt fund (and most bond fund) returns have fallen dramatically in the last few days. Nippon’s Gilt fund shows a negative return on a three month basis: ...
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Why IndiGo Needs To Raise Funds?

InterGlobe Aviation Ltd., the parent company of budget carrier IndiGo, a few days back announced fundraising of up to ₹ 4,000 crore through an issue of ...
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Is Gold a worthy investment right now?

Gold has been one of the most popular topics among investors these days. The price has jumped significantly from around ₹ 22,700 per 10 gram in 2015 to over ...
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A Relative Valuation Approach to find Value in Indian FMCG

In this guest post, Himanshu applies a relative valuation approach to 28 FMCG stocks in India to conclude NESTLEIND is significantly over-valued while BAJAJCON ...
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A Deeper Look at the Indian Plastic Pipe Industry

The Indian plastic pipe industry is estimated to be Rs 29,000- 30,000 Cr, 60-65% of the market is with the organized players. In this post we look at why the ...
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