Taking Fresh Guard - Nov 16 Newsletter
We have been incessantly cautioning for a corrective phase in our stock markets mainly due to excessive valuations based of unrealistic growth...
177 Views
Demonetisation: Self Inflicted
In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8,...
467 Views
Waiting for Godot - Oct 16 Newsletter
In the ongoing earnings season, we have witnessed narrowing of the segments/stocks which are performing. While good results have failed to generate...
312 Views
Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
231 Views
Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices
Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players posted good...
211 Views