NIFTY Index Earning Revision (May): Bharti Airtel, Oil & Natural Gas, Grasim Industries
We analyzed NIFTY's consensus for May 2026 and highlighted changes of EPS in Bharti Airtel, Oil & Natural Gas, Grasim Industries, State Bank of...
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India's Paper Industry Ready for a Hangover? | Insights from Meeting with Supplier & Trader
We recently met a second-generation entrepreneur, operating in the paper industry for over two decades dealing with companies in India, UAE, China,...
735 Views
Tobacco: A Framework for Analyzing the Sin Sector from an ESG Perspective, with a Focus on ITC
Contrary to the perception that the rising adoption of socially responsible investment practices has caused Big Tobacco to be shunned by portfolio...
1.7k Views
India IT: Is the Market Obsession on Tata Consultancy Svcs (TCS IN) Vs. Infosys (INFO IN) Justified
The investors in Indian IT companies have always been obsessed with making comparisons between two large caps, Tata Consultancy Svcs (TCS IN) and...
495 Views
Defusing Defensiveness - India Consumer Stocks Feel the Burn from Retail Fuel Price Highs
Debunking the conventional wisdom of consumer stocks being defensive plays, India consumer stock indices have fallen in line with the broader...
844 Views