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Delta Corp – Investment or Gamble?

Investing in stocks is considered equivalent to going to a casino by many. How would then investing in a stock which runs casinos be viewed by them? Russian roulette perhaps!  While this is certainly not

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DCB Bank

The business of banking is simple. 1) Borrow cheap 2) Lend high 3) Grow at high rate 4) Recover the money lent. The basics of these facets are briefly discussed below: –  1) BORROW CHEAP

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Goldiam International – Diamonds are Forever

Diamonds are aspirational. Diamonds are forever. Diamonds are a girl’s best friend.Diamonds are also expensive. Diamonds are a poor investment. Diamonds are not ESG friendly. Enter LGD (lab grown diamonds) which have the same characteristics

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KDDL – Times of Luxury

As per past global data, consumer spending especially in the high-end luxury segment explodes as a country’s per capita income rises from lower middle to upper middle income level. India’s present per capita income is

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SAREGAMA – Sound of Music

At first glance, there seems to be no similarity between the science based pharmaceuticals industry and the fine arts based music industry. Surprisingly, there is one characteristic that makes their business model eerily similar viz

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NIIT Ltd and Reskilling Opportunity

Advent of Generative Artificial Intelligence (AI) and Data Science is being considered by some experts to be as world changing as the transition from horses to cars. Time will tell whether human life changes as

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Zomato – A Healthy Bite?

Entertainment, Travel, Luxury purchases, Eating Out/Ordering-in, etc. These aspirations accompany rising incomes across the length and breadth of the globe. And this universality gives investors of developing economies an opportunity to foresee the consumption patterns of

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How BSE Is Trying To Regain Its Mojo

BSE celebrated its 149th Foundation Day on 10th July 2023 with perhaps much more enthusiasm than in the past couple of decades when it kept losing market share to the new more efficient, tech savvy

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Could Biocon Lead a Pharma Rally

Indian pharma industry saw its sunny days between 2010 and 2015 when drug patents worth $100 expired. Indian companies saw phenomenal growth due to generics exports. The Nifty pharma index went up 4x during this

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