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When to be greedy? When to be fearful?
A couple of weeks back, someone told me – markets are crashing, and it is a good time to invest. This is what I had replied, “This is not a crash, when it crashes, you won’t be able to look at the screen. If you are looking at the screen with any excitement, then...
What should you do with your portfolio right now?
If you have been waiting to invest when the market has bottomed out, let me assure you - you won't be able to invest anywhere below the price at which you decided to start waiting in the first place. It’s been some time since I last put pen to paper—or, more...
ITC: A Tobacco Company. End of Story
'ITC is, at its core, a tobacco company. End of story. Period.' You can sugarcoat it all you want, but that’s the reality. Now that the hotel demerger is done, investors have partially gotten what they wanted. They may not be happy with ITC retaining a 40% stake, but...
Nifty 13% Decline: A Reality Check Beyond Earnings
The recent 13% decline in the Nifty 50 index has been driven by stretched valuations, subdued Q3 earnings, concerns over Trump-era tariffs, and persistent FII outflows. With no new triggers to push stock prices higher, the market is undergoing a time correction,...
What Pushes Markets from Bargain to Bubble Territory?
Most of the time, investors are risk-averse—they fear losses more than they desire gains. This natural caution keeps markets rational. Investors scrutinize assumptions, demand fair compensation for taking risks, and prioritize safety. When risk aversion is healthy,...
Indo Tech Transformers: Remarkable Turnaround
The power sector is poised for significant growth. Despite investing Rs. 111 lakh crore (US$ 1.4 trillion) in capital expenditures, with energy projects constituting approximately 24% of the total expenditure, an additional Rs. 33 lakh crore (US$ 400 billion) will be...
Danish Power: A Growth Stock in India’s Renewable Energy Boom
The power sector is poised for significant growth. Despite investing Rs. 111 lakh crore (US$ 1.4 trillion) in capital expenditures, with energy projects constituting approximately 24% of the total expenditure, an additional Rs. 33 lakh crore (US$ 400 billion) will be...
ENVIRO INFRA ENGINEERS
Enviro Infra comes from one of the mega trend themes currently being explored - water and water treatment. Here is why: India ranks among the most water-stressed countries globally, with approximately 600 million people experiencing high water stress. Per capita water...
Why Tarsons Products is set to shine again
CMP: 402 About Tarsons Products Tarsons Products is in the business of designing, developing, manufacturing, and marketing high-quality, cost-effective plastic labware for use in various laboratory settings. Product Portfolio Tarsons Products offers over 1,700 SKUs...
Sportking India: A Value Buy
Sportking India Limited (Sportking), a leading yarn manufacturer, has delivered robust financial performance, efficient operations, and consistent growth. The company trades at a significant discount to peers with a P/E ratio of 12.3x compared to Ind PE of...
When to be greedy? When to be fearful?
A couple of weeks back, someone told me – markets are crashing, and it is a good time to invest. This is what I had replied, “This is not a crash, when it crashes, you won’t be able to look at the screen. If you are looking at the screen with any excitement, then...
What should you do with your portfolio right now?
If you have been waiting to invest when the market has bottomed out, let me assure you - you won't be able to invest anywhere below the price at which you decided to start waiting in the first place. It’s been some time since I last put pen to paper—or, more...
ITC: A Tobacco Company. End of Story
'ITC is, at its core, a tobacco company. End of story. Period.' You can sugarcoat it all you want, but that’s the reality. Now that the hotel demerger is done, investors have partially gotten what they wanted. They may not be happy with ITC retaining a 40% stake, but...
Nifty 13% Decline: A Reality Check Beyond Earnings
The recent 13% decline in the Nifty 50 index has been driven by stretched valuations, subdued Q3 earnings, concerns over Trump-era tariffs, and persistent FII outflows. With no new triggers to push stock prices higher, the market is undergoing a time correction,...
What Pushes Markets from Bargain to Bubble Territory?
Most of the time, investors are risk-averse—they fear losses more than they desire gains. This natural caution keeps markets rational. Investors scrutinize assumptions, demand fair compensation for taking risks, and prioritize safety. When risk aversion is healthy,...
Indo Tech Transformers: Remarkable Turnaround
The power sector is poised for significant growth. Despite investing Rs. 111 lakh crore (US$ 1.4 trillion) in capital expenditures, with energy projects constituting approximately 24% of the total expenditure, an additional Rs. 33 lakh crore (US$ 400 billion) will be...
Danish Power: A Growth Stock in India’s Renewable Energy Boom
The power sector is poised for significant growth. Despite investing Rs. 111 lakh crore (US$ 1.4 trillion) in capital expenditures, with energy projects constituting approximately 24% of the total expenditure, an additional Rs. 33 lakh crore (US$ 400 billion) will be...
ENVIRO INFRA ENGINEERS
Enviro Infra comes from one of the mega trend themes currently being explored - water and water treatment. Here is why: India ranks among the most water-stressed countries globally, with approximately 600 million people experiencing high water stress. Per capita water...
Why Tarsons Products is set to shine again
CMP: 402 About Tarsons Products Tarsons Products is in the business of designing, developing, manufacturing, and marketing high-quality, cost-effective plastic labware for use in various laboratory settings. Product Portfolio Tarsons Products offers over 1,700 SKUs...
Sportking India: A Value Buy
Sportking India Limited (Sportking), a leading yarn manufacturer, has delivered robust financial performance, efficient operations, and consistent growth. The company trades at a significant discount to peers with a P/E ratio of 12.3x compared to Ind PE of...
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