Banking · NBFC№ 001
Asset Quality Recovery and the Next Credit Cycle
42 ppMay 2026Sector Deep-dive
Research Desk
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Bottom-up research, written slowly. Each note is a defendable thesis — not a summary of the news cycle.
Weekly Market Outlook
Week of 22 Jun 2026Capex Cycle Confirms, FII Flows Turn Positive
- Private capex commentary strengthens across capital goods Q4 calls.
- FII flows turn positive after seven weeks of selling — financials lead.
- Watch USDINR for trend break; commodities setup remains constructive.
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HDFCBANKBuy & Hold
Post-merger Cost Synergy Realisation
Jun 2026
L&TAccumulate
Order Book Quality and Defence Optionality
May 2026
DIVISLABWatch
Custom Synthesis Pipeline Rebuild
May 2026
TITANHold
Studded Jewellery Mix and Margin Trajectory
Apr 2026
Sector Analysis
Where capital is moving — and why.
/ 0118 notes
Banking & NBFC
Latest: Asset quality recovery
/ 0212 notes
Specialty Chemicals
Latest: Margin normalisation
/ 039 notes
Capital Goods
Latest: Private capex cycle
/ 0414 notes
IT Services
Latest: Beyond AI hype
/ 0511 notes
Pharma & API
Latest: USFDA outcomes
/ 068 notes
Consumer Staples
Latest: Premiumisation wave
Research Archive
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Specialty Chemicals№ 002
Margin Normalisation: Identifying Structural Winners
38 ppApr 2026Sector Deep-dive
IT Services№ 003
Beyond AI Hype — Re-rating the Mid-Cap Cohort
51 ppMar 2026Industry Note
Consumer Staples№ 004
Premiumisation and the End of Volume Growth
34 ppMar 2026Thematic
Capital Goods№ 005
The Private Capex Cycle: Evidence vs Narrative
46 ppFeb 2026Sector Deep-dive
Pharma · API№ 006
USFDA Outcomes and Re-rating Triggers
29 ppFeb 2026Earnings Review
Insurance№ 007
VNB Margins, Persistency and the Next Decade
44 ppJan 2026Sector Deep-dive
Autos · EV№ 008
Two-Wheeler EV Economics: Unit-level Analysis
36 ppJan 2026Thematic
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