Category: Industry

Industry

Heat Exchanger Market : Medium trend market

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Industry

Underwhelming PLI

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Underwhelming PLI
Industry · Startups

UNICORNS Changing Fast

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Industry

PSU Capex Status in FY24

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Industry

9X Capex

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9X Capex
Industry

Plastics Moulding Industry

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Industry

Footwear Market : India

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Industry

NSDL vs CDSL

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Defense · Industry · Stocks

HBL : Powering ahead

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Industry

Triple attack on textile industry

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Disruption · Economy · History · Industry · Infrastructure · Long term trend · Manufacturing

Net Net Gain !!

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Education · Industry · Technology

Indian Ed-Tech industry

Its real ALPHA
Hotels · Industry · Interest Rates · Investing · Learning · Medium Term trend

QSR : Impact start showing up

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Businessline

Looks better to stay away from QSR companies like Sapphire, Devyani, Zomato, Jubilant food

Dated 25-feb-23

Dated 25Apr-23 –Decision paid off well –even in the recent rally , these stocks did not run

Time is coming to accumulate slowly after one correction

Electronics · Industry · Manufacturing

Semiconductor supplies : Its a mix situation

Its real ALPHA
Disruption · Environment · Industry · Risks

Disruptive Materials

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Visual capitalist
Industry · Investing

Top 20 India

Its real ALPHA
Top 20 India
Marcellus Investment Managers
Industry · Infrastructure · Long term trend

PPE market : Long term trend

Its real ALPHA
PPE market : Long term trend