The Business Today news portal today reported about IndusInd Bank. It wrote that the bank’s share have the possibility of attracting $300 million in passive inflows. At first glance, this might seem like another piece of technical financial news, but its implications are quite practical for investors. Such inflows could significantly influence the bank’s stock…
Hi there, I’m back with another post. Today we’re diving into something that’s probably sitting in your parking lot right now, our humble two-wheeler. You might think it’s just a convenient way to get around, but trust me, the data related to it is much more important. The data on sales of bikes and scooters…
Today, I want to talk about something that might seem a bit technical, but it’s actually a really important indicator of the health of our economy. I’m referring to the loan growth data from banks. You might be thinking, “Loan growth? What’s that got to do with me?” Well, imagine the economy as a big engine. Banks…
Price discovery is the natural mechanism through which the price of a stock is determined. Prices reflect the interaction between buyers and sellers. It is the result of what one is willing to pay and what the other is willing to accept. This dynamic ensures that stocks are valued as fairly as possible in real-time….
Today I’ve read an article on Business Standard which states that, post the merger, HDFC Bank’s Loan Deposit Ratio (LDR) has fallen below the 100% mark. So, I thought why not write a blog post explaining the use and relevance of LDR for us as an investor in banking stocks (my explanation is here). Loan…
India’s vast geography and growing digital economy create an enormous demand for high-speed internet in rural and underserved areas. While Jio and Airtel dominate India’s 4G/5G and fiber broadband markets, the success of StarLink highlights the potential for satellite-based internet services. If Jio or Airtel decide to venture into LEO (Low Earth Orbit) satellite internet,…
In the world of stock markets, stories of extraordinary gains and dramatic falls are not uncommon. However, some stories reveal the dark side of trading. These stories talk about manipulations replacing genuine market activity. One such case involves the alleged market manipulation in India during 2000-01. It was a stock market scam and it was…
The Indian FMCG sector is poised for a transformative year in 2025. It is one of those industries that works as a strong indicator for economic trends. Performance in this industry reflects shifts in consumer behavior, disposable income. This year, the focus is squarely on tackling challenges like inflation, dwindling urban consumption, and rising commodity…
The welding products industry forms the backbone of several key sectors. Performance of construction, manufacturing, and infrastructure sectors drive the welding industry. Welding and cutting equipment are critical for projects requiring durable and precise joining of metals. It makes them indispensable for industries like automotive, shipbuilding, and aerospace. However, this industry’s growth is closely tied…
Adani Enterprises has announced plans to divest its entire 44% stake in Adani Wilmar. It is a significant shift in its business strategy. The transaction, valued at around $2 billion, is part of Adani Group’s broader plan to refocus on its core infrastructure businesses. They are likely to concentrate more on energy, transportation, and logistics…
[Use Stock Screener] Undervalued stocks are shares that trade below their true value, offering a potential opportunity for investors. For example, if a stock is priced at Rs.80, but its intrinsic value is estimated to be Rs.100, it is considered undervalued by 20%. Identifying these stocks can lead to profitable investments, as buying them at…
The Indian rupee’s performance in 2024 has been nothing short of a disheartening. By the close of the year, the rupee depreciated by approximately 3% against the US dollar. While this may seem like a minor number to some, its implications are far-reaching. It influences everything, from the cost of imported goods to the returns…
