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Indian Markets – Ignoring the Positives

The Indian stock market is experiencing selling pressure, seemingly disregarding positive developments like the recent GST rate cut, GDP Data. Despite a 250-point gap up on September 4, 2025, following the GST announcement, Nifty 50 couldn't sustain its gains and fell immediately after opening. This market behavior appears to be...

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Indusind Bank: More Than Just an Accounting Discrepancy?

After analyzing Indusind Bank's conference call and management's actions over the past year, I question whether the issue was merely an accounting discrepancy. Here's why: Delayed Disclosure In September-October 2024, management detected discrepancies in their derivative book and hired an external agency to assess the impact. However, they disclosed this...

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FMCG Sector: Good Time Ahead ?

While the Indian equity market is undergoing a correction phase and there is a huge cry about the slowdown in domestic consumption, the FMCG stocks have started showing some strength and have started outperforming the benchmark Nifty50 Yes, the domestic consumption is facing some pressure but the price behaviour of FMC...

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ZEEL : What Next ?

In a rarest event in the Indian corporate history, the shareholders of Zee Entertainment Enterprise Ltd has rejected the proposal for reappointment of promoter Punit Goenka as a director. Mr. Goenka was earlier Managing Director and CEO of the company and had recently stepped down from the Managing Director to...

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Pee Cee Cosma Sope Ltd

The makers of Doctor brand soap and detergent , Pee Cee Cosma Sope Ltd is a very interesting micro cap company. As a disclosure, I want to clarify that I am holding this company in my portfolio since 2013 from the level of Rs. 30. At that point of time,...

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