Gokaldas Exports: Riding the Wave of Changing Global Sourcing Economics
Gokaldas is benefitting from global sourcing dynamics are pivoting in India’s favor due to favorable US tariff realignments, duty-free market...
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Primer: Gokaldas Exports (GEXP IN) - Aug 2026
Gokaldas Exports is strategically positioning itself to capitalize on global supply chain diversification trends, notably the 'China Plus One'...
87 Views
The "Mother of All Deals": India-EU FTA as a Structural Alpha Trigger
​India signs game-changing FTA with EU, boosting key industries like textiles and auto components while facing challenges of non-tariff barriers...
259 Views
Raymond Lifestyle: A Value Play in Ethnic Wear with Special Situation Potential
​Raymond Lifestyle demerged from Raymond Limited, correction due to Index Fund selling created special value bet with strong management guidance...
1.3k Views
The Rupee at 95/$: Sectoral Winners and Losers
​Indian Rupee's decline to 95 per dollar due to trade deficit, oil prices, and capital outflows leads to imported inflation but boosts EPS for IT...
211 Views