In this post we look at two companies in our long term multicap portfolio. The diagnostic space is set to undergo change, with people taking their health ...
Constancy of Human Nature There is something primal about the human emotions of Greed and Fear. It is these emotions in a collective sense that reflect in ...
In Part 1 of the Tile and Bathware Industry series, we looked at the Indian Tile Industry and how the market leader Kajaria dominates. Here we look at the ...
Results for the last quarter have started coming in, all the companies are impacted due the lockdown enforced in the last week of March. While the larger ...
The idea of finding a reference If I were to tell you that ^NIFTY50 is going up, does it mean anything? I am sure you would ask me, how long has it ...
State Bank of India (SBI) for the quarter ended March 2020 reported 2.93% YoY income growth and nearly 5x YoY Net profit growth, to Rs. 3,581 cr. Lower ...
Kishore Biyani’s company, a holding company of the Future Group, has recently defaulted on a loan payment. The Future group owns the well-known retail ...
We recently wrote about the importance of timing the market. How, a simple rule-based strategy that exits the market whenever a daily moving average threshold ...
India Automobile Industry The automobile industry in India is 7.5% of GDP, it is 49% of manufacturing GDP and 26% of Industrial GDP. The industry directly ...
