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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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Is Inflation Going To Break the Debt and Gilt Fund Breakaway Run?

Debt funds have had a wonderful run last year, especially Gilt funds. The best gilt fund did over 14% in the last year. Is that going to change? The ...
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The back-test is not the trade | Taking a strategy live

A map is not the territory it represents, but, if correct, it has a similar structure to the territory, which accounts for its usefulness. — Alfred ...
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AgroTech Foods: A play on rising at-home consumption

In the most recent Q1 con-call by ATFL, the MD, Sachin Gopal was quoted giving this instance stating that the categories ATFL is prioritizing are niche ...
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BPCL: To Buy Or Not To Buy?

India’s second-largest oil marketing company – Bharat Petroleum Corporation Ltd.’s share prices have been on a roller coaster ride over news of its ...
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Taking Stock: A Deeper Look at Marico

All of us at certain point of time have used products of Marico - Parachute, Saffola, Nihar and Set Wet to name a few. Parachute is a houshold name and has ...
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Q1FY21 Earnings: Jio Saves The Quarter For Reliance Industries

Since it announced it plans to become net debt free and backed it up with execution, the buzz around Reliance almost rivals the frenzy around the big tech ...
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Q1FY21 Earnings: Airtel Story Continues To Get Better

Airtel reported their results for the first full quarter impacted by the pandemic, and aside from the exceptional item of AGR dues, the results look ...
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Mindspace Business Parks REIT IPO: Should you invest?

K Raheja Corp, a developer of residential and commercial complexes has come out with an Initial Public Offering for its REIT (Real Estate Investment Trust) ...
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