Thoughts on Investing and Investment Ideas
Trump has done what many are describing as ‘worse than the worst imagined’. The quantum of tariffs is so high that almost the entire world trade with the US becomes unviable. Economies of all countries
Gokaldas Exports Rs 815 Indian apparel export industry is sitting at an inflection point with global supply chains shifting from China, Bangladesh, Vietnam etc to India, gradually but surely. Any company which can grab this
Trailing 5 Year, 3 Year and 1 Year returns are strong indicators of future returns. As a thumb rule, other factors remaining constant, equity returns are commensurate with nominal GDP returns. In Indian context, nominal
Tata Consumer Products Rs 965 Tea and Coffee companies have been around for decades but have not been wealth creators as these are by and large low growth commodity businesses which go up and down
IGIL Rs 570 IGIL is a 50 year old company engaged in the business of certification of natural diamonds, lab grown diamonds (LGD), coloured stones and studded jewellery. It is the second largest certification agency in
BASF Rs 5600 BASF was discussed on 9th October 2024 at a price of Rs 8500 as a potentially decent performer if certain positive triggers played out. Post the Q2FY25 results on 12 Oct 2024, company did
J M FINANCIAL Rs 140 Valuation of non-cash generating assets like art, gold, unrented real estate, vintage cars, crypto etc depends mainly on the push and pull between demand and supply which in turn is
Bajaj Housing Finance Rs 135 There is growing need for housing in India as the young population leaves semi urban, Tier 1, Tier 2 cities and migrates to larger cities for jobs. This trend is
Narayana Hrudalaya Rs 1250 Narayana Hrudalaya (NH) is one the most trusted names in healthcare having significant market share in cardiology, oncology and nephrology. It has 5789 operational beds as on September 2024 spread over
Goldiam International Rs 360 Almost exactly an year back, in November 2023, Goldiam International was discussed, then at market price of Rs 160. It has more than doubled to Rs 360 today. But now the
SONA BLW Rs 700 First up, a riddle – Is there anything common between diverse Indian industries like Information Technology, Pharmaceuticals, Private Banks, Motorcycles, FMCG? Well, each of these industries enjoyed huge secular tailwinds for
Safari Industries Rs 2550 One of the most secular trends in an economy like India is consumerism. While there may be ebbs and flows in this cycle but the long-term trend is undeniably up. Data
Vigilance Awareness Week 2025 is being observed from October 27th to November 2nd, 2025, with the theme:
सतर्कता: हमारी साझा जिम्मेदारी
(“Vigilance: Our Shared Responsibility”).
All stakeholders are encouraged to participate in the e-pledge initiative by visiting the CVC portal: https:// pledge.cvc.nic.in/
