Primer: Welspun Living (WELSPUNL IN) - Aug 2026
Welspun Living is a global leader in home textiles, particularly in the US market, and is well-positioned to benefit from structural shifts in...
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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
Asian Equities: Revisiting Indian Mid-Caps After Sharp Outperformance – A New Quant Screen
​Our Indian Mid-Cap basket (up 29.4% since Feb 27 inception) beat the BSE Mid-Cap Index (up 18.6%) sharply. We revisit the basket with the earlier...
838 Views
Welspun Living Ltd - Sequential Recovery Gains Traction
Welspun Living reported consolidated revenue of Rs 2,435 Cr in Q4FY26, reflecting sequential recovery despite continued softness in global retail...
135 Views
Welspun Living Ltd - Maintaining Market Share Amidst Sectoral Headwinds; Retain BUY Rating
Quarter Impacted by Tariff-Related Disruptions: As highlighted earlier, the 50% tariff on Indian exports to the US continued to weigh on...
322 Views