Analysis Archives - Axczel Research Insights

Sketch of an analyst studying bulk deal BSE and NSE records on paper and a laptop with a magnifying glass

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.

Jestin James Principal Officer And Analyst 5 days ago

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Graphic showing a 5.3% US 10-year bond yield equal to a P/E of 18.87, illustrating earnings yield versus bond yield

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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A researcher in an archive lifts an old ledger to reveal a glowing diamond, a picture of finding hidden value in bulk and block deals data

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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Cover graphic for India’s semiconductor ambition: a microchip resting on a silicon wafer at sunrise, with cranes and new buildings under construction in the background.

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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FADA and AXCZEL Research branded cover image showing a scooter, motorcycle and auto-rickshaw parked in a row with cars and trucks behind them, titled "FADA: A useful source for auto sales data — how many two wheelers, three wheelers and more are we selling?"

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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US bond yields pulling foreign investors away from the Indian stock market toward US Treasury bonds, illustrated by investors in suits walking from a sign reading Indian Stock Market toward a glowing building labeled US Bonds

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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Illustration of a person celebrating opening a glowing AI treasure chest, with text reading NSE Indices launches Nifty AI Catalysts Index — Now we can easily track India’s AI enablers

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.

Jestin James Principal Officer And Analyst 2 weeks ago

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Illustration comparing a lower circuit, where a falling price hits a barrier and stays locked, with a dynamic price band, where the price falls in steps as the band shifts lower.

Analysis

One Stock Froze, the Other Kept Sliding: How Circuit Limits Really Work

Why did one stock freeze at its lower circuit while another kept falling in steps? A plain-English look at fixed price bands, dynamic price bands and what a circuit limit can and cannot do.

Jestin James Principal Officer And Analyst 3 weeks ago

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Analysis

One Format, Two Exchanges: How UDiFF and ISIN Make NSE vs BSE Comparison Easy

NSE and BSE now publish their daily bhavcopy in one common format called UDiFF. Add the ISIN, a unique code for every security, and comparing the same stock across both exchanges becomes simple.

Jestin James Principal Officer And Analyst 3 weeks ago

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Magnifying glass over India's core industries — electricity, refinery, steel, cement and fertilizer — illustrating the Index of Core Industries

Analysis

Cement Is Booming, Coal Isn’t: What India’s Core Industries Data Just Revealed

India’s Index of Core Industries grew 4.8% in August 2026, a touch below July’s 5.0%. Behind that headline: cement, electricity and steel are booming on the capex cycle, while coal, natural gas, crude oil and fertilizers are shrinking — plus, does India even produce its own crude oil?

Jestin James Principal Officer And Analyst 3 weeks ago

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