As outlined in our earlier detailed report on Laurus Labs, we have consistently expressed strong conviction in the long-term prospects of India’s CDMO industry and Laurus Labs’ strategic positioning within it. For those who may have missed our analysis, you can...
What’s Driving Our Bullish View on Steel Stocks? 1. Rising Consolidation in India’s Steel Industry Market Share of Crude Steel Production Capacity FY24 Market Share Of Crude Steel Production Capacity FY30E Steel...
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,...
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,...
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...
