Latest Articles
In-depth financial analysis, market commentary, and expert perspectives from our senior editorial team.
Analysis
Bulk Deal BSE Search: How GQG’s ITC Sale Showed Up in Exchange Data
GQG’s ITC sale appeared on BSE under different client names and not in NSE’s bulk and block data. Here is what that teaches about searching the records.
Analysis
Earnings Yield vs Bond Yield: A 5.3% US Bond Equals a P/E of 18.87
Earnings yield is the P/E turned upside down. See why a 5.3% US bond yield equals a P/E of 18.87, and what that means for FIIs and margin of safety.
Analysis
How to Track What Big Investors Are Doing: Dig Into Free Bulk and Block Deals Data
Bulk and block deals data is free on NSE and BSE. Learn how to download it, search investor names and track what big investors are doing.
Analysis
India’s Semiconductor Ambition Is Not Just Talk: The Ecosystem Is Being Built
India’s semiconductor push is moving from plans to production. Here are the approved projects, what is running, and what is still being built.
Analysis
FADA Vehicle Retail Data: A Free Monthly Pulse on India’s Auto Market
FADA publishes free monthly vehicle retail data for India's 2W, 3W and car sales. Here's where to find it and what the last six months show.
Analysis
Why US Bond Yields Are Bad News for Indian Stocks
Why rising US bond yields are bad news for the Indian stock market: a plain-English explainer on risk-free returns, FPI outflows and the rupee.
Analysis
India’s AI Treasure Map: 48 Stocks, One Free Index
Goldman Sachs’ India AI Enablers list is proprietary. NSE’s new Nifty AI Catalysts Index, launched six days before Goldman’s report, is free, public, and covers a lot of the same ground — 48 stocks across the wiring, power and infrastructure that AI runs on.