Meet the manager: Mayank Mehraa’s secret to identifying investment opportunities
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Meet the manager: Mayank Mehraa’s secret to identifying investment opportunities
Mayank Mehraa of Craving Alpha has been buying shares of Balkrishna Industries…
Expert Analysis of the Global Macro Events & News affecting the Indian Markets
Before moving on to the newsletter, check out Green Portfolio’s newly launched…
Meet the manager: Dipen Shah on captaining the Stayvan ship with smallcase
Dipen Shah of Stay Research (of Stayvan) feels his journey has been…
The Connection Between Gold Prices and Geopolitics
Gold has been on a meteoric rise since the start of 2022…
smallcase in Focus: Speciality Chemicals
The speciality chemicals segment comprises a significant portion of India‘s chemical industry. The Indian speciality chemicals industry has expanded exponentially in recent years. It represents 22% of India‘s overall chemicals and petrochemicals market and is valued at $32 bn.
Musings with Analyst: February 2023 | Disposition Effect
The tendency to prematurely sell assets that have made gains for you, while holding onto the ones that have made you lose money, is known as the disposition effect.