Global Markets Outlook: Maintain Defensive Posture
Our outlook for global equity markets remains cautious and we expect additional weakness and consolidation, notwithstanding shorter-term...
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Profit from India's Rapidly Growing Biotechnology Industry
Now is a strategic time to focus on the upside potential of biotechnology companies in India, as India’s biotechnology industry is projected to...
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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: Â 2014 Actual...
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Rubicon Research IPO - RHP Updates, Peer Comp and Thoughts on Valuation
Rubicon Research Limited (RR) is looking to raise about US$155m in its India IPO. In this note, we talk about the RHP updates, peer comp and...
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Insider Activity: Who Bought Their Own Stock in September?
​September 2025 saw significant insider buying in large and small cap companies, with key sectors experiencing movement above insider buying...
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