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1219 ArticlesStocks

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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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Which is the best REIT in India?

REITs, a relatively new asset class to Indian investors had seen a huge interest in the last 2Y. Despite the huge popularity, REITs performance is below par. ...
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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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What the HDFC Bank merger really means for investors

Why bother merging? HDFC and HDFC Bank, the two giants of the Indian financial industry, are fusing into one. Summary: Forms the biggest private bank in ...
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Sheela Foam: The business of comfort

This is a guest post by Divyansh Agnani and goes deep into the business of the only listed player in the Indian mattress industry: Sheela Foam (NSE: SFL, BSE: ...
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Timing the market, Your worst investing decision, OYO prepares for IPO & More

. 🔆 Data-backed Insight: Should you try to time the market? 🔆 Investing: Position sizing helps to live another day 🔆 Psychology: Being rational ...
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Suven Pharma – Growth in Progress

If a company has two business segments, one with strong financials and the other with inferior numbers - the market will value the entire company on a ...
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The Escorts-Kubota Deal throws up an opportunity

The Nanda family has owned Escorts, a famous tractor manufacturer, for decades. Why are they handing the company over to the Japanese Kubota, without even ...
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The Good, Bad and Ugly in September 2021 Results

September 2021 ended quarterly earnings were not as bad as expected. There were margin pressures, but the same was abated by strong revenue growth. Topline ...
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Tata Motors – Is the future green?

In the last decade, shareholders of Tata Motors have seen everything. Euphoria, despair, agony & now FOMO. The stock was down 85% between 2016 to 2020. Only to ...
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