India's Budgets: 2006-2015. Key Charts, and Key questions
In continuation of my work of detailed work on India Budget for last ten years, this piece through simple charts puts in perspective: 2014 Actual...
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Indian QSR Consolidation: A Rare Cash Arbitrage Play In RBA?
Inspira Global acquires controlling stake in Restaurant Brands Asia at INR 70/share, offering investors an 8.36% arbitrage spread over 3-4 months...
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AMFI Stock Reclassification Preview (Dec 2025): New Listings and REIT Inclusion Drive Changes
36 stocks could see size reclassification in Jan. 12 new stocks could be added to Large and Mid-cap. REITs will be added to the AMFI classification...
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AMFI Stock Reclassification Preview (Dec 2025): New Listings Shaking Up the Rankings
We currently forecast 31 migrations for the AMFI December reclassification. Many IPOs could be added to Large/Mid cap. The forecast upward...
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Ipca Laboratories (IPCA IN): Domestic Revenue Drives Q1FY25 Result; Full-Year Margin Guidance Raise
Ipca will announce Q2FY25 result on November 14. Thus far, Indian pharma companies have reported strong domestic revenue. We are expecting similar...
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