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The best Midcap and Smallcap Funds in 2022

That midcaps and small caps perform better than large caps when times are good and, on the flipside, struggle more in challenging market conditions is well ...
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Following a Drunken Man: When Macros Overwhelm Markets

Here's where we explore the macro, which looks very good in India despite all these rate hikes. And how things will get worse before they get better. Why you ...
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The best Flexicap Equity Mutual Funds in 2022

Multicap, Focused, and Flexicap Funds have reasonable discretion when investing in their AUM. So we went off script and considered them together to arrive at ...
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Radico Khaitan – Spirited to Shine?

Radico Khaitan makes and sells alcoholic beverages in India. Formerly known as Rampur Distillery, the company used to be a spirits supplier and bottler for ...
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Time for banking stocks to make a comeback?

The era of easy money is behind us. The world is moving from Quantitative Easing to Quantitative Tightening, which we haven’t seen since 2008. All the global ...
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Navi Finserv NCDs offer high interest rates: Should you invest?

With high coupon rates, Navi Finserv's NCDs seem quite attractive. But as a new-age fintech with a limited track record, here's what investors should know ...
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How rising subcontracting costs could hurt margins for IT companies

Domestic software services companies have been witness to their share prices falling by 10-35% from their peak levels. One of the main reasons cited for this ...
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Five reasons not to invest in the LIC IPO, but one solid reason why you should

The LIC IPO opens on 4th May 2022 and closes on 9th May 2022. The price band is set at ₹902/- to ₹949/- per equity share. The policyholders will get a ...
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Understanding the business model of Shopify

A large part of economic activity happens outside our borders. Unless you count introducing the sachet version of the 14th variant of a dandruff shampoo as ...
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The High-Priced Portfolio Update for 2022

What if you just bought the highest priced stocks? We ran this concept as a portfolio since 2017, and the results have been interesting. After four years of ...
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