stocks

Stock review : An under-researched, niche, small-cap play

A lot goes into making that piece of gold jewellery you see at your jewellersโ€™. Or even the copper that goes into your two-and four-wheelers. The first step starts with mining these metal and mineral ores. The next is to crush the ore lumps into desired sizes and processing them in mills to extract the metal or mineral.ย This involves a lot of machinery such as crushers, screens and other mineral processing equipment. In mill equipment, thereโ€™s a critical component that protects the equipment to ensure longer life, reduce noise as well as downtime, and improve safety.ย 

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Should you still bank on banking stocks? Earnings review and more

This earnings season, the standout performers come from the banking sector. While private banks led the revival in earlier quarters, this time around, performance is visible all round โ€“ across leading private banks to old private banks and PSU banks.

Should you still bank on banking stocks? Earnings review and more Read More ยป

US recession and IT sector slowdown โ€“ impact on our stock pick

Will the Indian IT sector slowdown as a result of a looming recession in the US? This is the question that many of you have asked us on the back of a sharp 32% correction in the Nifty IT index from its peak in January 2022. The next question is whether our โ€˜buyโ€™ on one of the IT stocks is valid now and whether the same can be accumulated. We will try to answer these questions here.

US recession and IT sector slowdown โ€“ impact on our stock pick Read More ยป

Affordable housing finance companies (AHFC): Small caps with big valuations

While we generally look at lenders by their book size (advances) and network, the market has a different take when it comes to valuation and that has a significant impact on shareholder returns.ย AHFCs have become the market darlings in recent times over their conventional, broad based home lending counterparts, as reflected in their market valuations. So, what makes AHFCs market favourites?ย 

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Stock investing and the boiling frog syndrome

If you are interested in psychology or behavioural economics, youโ€™d surely have come across the boiling frog syndrome. The theory goes that if you try to dunk a frog in a pot of boiling water, it will immediately jump out. But if you place it in cool water and slowly heat up the pot, the frog will ignore the small changes in temperature and simply boil to death.ย 

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