X

Analysis

Longer Bills, Fewer Beds: India’s Hospital Expansion Paradox

A month ago, a friend walked into a reputed private hospital for what he thought was a routine knee scan.…

Fine Organic: Green Chemistry Moat, 32% Upside

Executive Summary: Fine Organic Industries Ltd. (FOIL) has a dominant position in the oleochemical-derived additives market, a specialized niche characterized…

Why India Doesn’t Export Milk

In 2025, India wrapped up its third major trade agreement of the year, the India New Zealand Free Trade Agreement.…

Why Silver Exploded in 2025

Imagine you’ve been trading precious metals for nearly three decades. You’ve seen cycles come and go. You’ve lived through booms,…

Tata Chemicals: Cyclical Headwinds, Long-Term Value Intact

Company Overview and Business Model Tata Chemicals Limited (TCL), a flagship company of the US$110 billion Tata Group, is one…

Why Companies Are Going Quiet Before IPOs

Imagine you’re turning 25 next month and you’re also counting on a generous Diwali bonus. Riding high on that expectation,…

Platinum’s Quiet Comeback

The Story My fascination with platinum began years ago, almost casually, when my uncle once remarked, “Gold gets all the…

Ola Electric and the Cost of Scaling Too Fast

Every electric vehicle boom tends to have a flagship success story. In the US, Tesla played that role, burning cash…

The “Crompton 2.0” Evolution

Executive Summary: Crompton Greaves Consumer Electricals (Crompton) is currently at a pivotal inflection point, transitioning from a legacy electrical goods…

How India Quietly Rewrote Its NPS Rules

Most of us are reasonably good at planning for the near future. We budget for the next month, plan holidays,…