Analyst Corner
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Making Sense of the AI Boom… Follow the Money
Explore how Nvidia, Microsoft, OpenAI, Amazon and AI infrastructure companies are fueling the AI boom through capital loops, cloud spending, GPUs and data centers. Understand the risks, opportunities and future of AI investing.
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Middle East Tensions: What Should Indian Equity Investors Actually Track?
How Israel–Iran–US tensions impact Indian equities through oil prices, currency volatility, inflation risks and corporate earnings resilience, and why portfolio construction matters most during geopolitical stress.
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The Union Budget 2026-27
Explore the key highlights of Union Budget 2026–27, including capital expenditure, MSME support, infrastructure push, tax reforms, STT changes, and sector-wise impact on manufacturing, agriculture, energy, and financial markets.
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The Rupee in Context: Macroeconomics and Portfolio Considerations
India’s economy remains strong, yet the rupee continues to depreciate. Understand the macro drivers, RBI stance, and how investors should align portfolios for global goals.
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Why Headline Inflation Misleads Urban Investors: Planning for Your Real Inflation Rate
India’s headline CPI understates the real inflation faced by urban households. Learn how higher costs of housing, education, healthcare and services impact long-term wealth and retirement planning—and how to plan smarter.
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The Great Indian Monopoly Illusion
Regulated monopolies in India offer stability but limited upside. Understand why monopoly power doesn’t always mean pricing freedom or superior investor returns.
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Where is the froth? A quick story in charts
Learn how to spot market froth in large, mid, and small cap stocks. Discover investment strategies for long-term success from a seasoned investor.
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OLA Electric IPO Review
IPO Date: August 2, 2024 to August 6, 2024 Total Issue Size: ~80.86 Cr shares Fresh Issue: ~ 72.36 Cr shares Offer for Sale: ~ 8.49 Cr shares Price band: Rs. 72 – Rs. 76 per share IPO Issue…
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Akums Drugs and Pharmaceuticals IPO Review
Estimated Pre-listing Market Cap: Rs. 10,685 Crores IPO Date: 30th July to 1st August, 2024 Total Issue Size: ~2.73 Cr shares Fresh Issue: ~ 1.0 Cr shares Offer for Sale: ~ 1.73 Cr shares…
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Union Budget 2024-25: Key Highlights for Investors
The budget brings a number of important changes relevant for investors . In a nutshell it seeks to keep the growth agenda intact while maintaining fiscal prudence.
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Ola Electric DRHP Insights
OLA Electric is an integrated pure EV (Electric Vehicles) manufacturing player in India and currently builds 2-wheeler EVs and EV components.
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Sanstar IPO Review
Opening Date: July 19, 2024 Closing Date: July 23, 2024 Listing: BSE and NSE Number of Shares: 5.37 Cr shares Face Value: Rs 2 per share Price Band: Rs 90-95 per equity share Issue Size: Rs…
