Market InsightsStocksApril 1, 2024
Market Recap FY24 & Outlook FY25: Indian Equity Markets
FY24 in Indian markets — index and sector performance, flows and valuations — and the setup heading into FY25.
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StocksFebruary 15, 2024
Goldiam International: Lab-Grown Diamond Jewellery Stock Analysis
Goldiam International analysis: diamond jewellery exports, the lab-grown pivot, financials and a technical view of the listed jewellery exporter.
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StocksDecember 2, 2023
Hotel & Hospitality Sector India: Trends and Outlook
What's driving India's hospitality upcycle: occupancy, room rates and supply — and how the listed hotel stocks are positioned.
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StocksOctober 27, 2023
Speciality Chemicals Sector India: What’s Really Happening
Inside India's speciality chemicals downcycle: China dumping, margin pressure, and which parts of the sector are positioned to recover.
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StocksOctober 13, 2023
Real Estate Sector in India: Stocks, Cycles & Analysis
How India's real estate sector works for investors: demand cycles, key listed players, the metrics that matter and where the sector stands now.
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StocksOctober 6, 2023
Navin Fluorine Analysis: Is the Growth Story Over?
Navin Fluorine's specialty-chemicals story examined: growth history, CDMO bets, financials and what has to go right from here.
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StocksSeptember 26, 2023
HDFC Bank Analysis: Key Takeaways from the Analyst Meet
What HDFC Bank's analyst meet revealed: merger integration, margin outlook and the questions that matter for the stock from here.
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StocksSeptember 18, 2023
Dabur Analysis: Takeaways from Capital Markets Day
Key insights from Dabur's Capital Markets Day: growth strategy, category bets and what they mean for the FMCG stock's outlook.
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