Introduction If you’ve ever looked at an ETF like the Mirae Asset S&P 500 Top 50 ETF and wondered how it works, you’re not alone. I remember staring at my trading app, confused about why an ETF tracking US stocks was moving during Indian market hours. The US stock market is closed during Indian trading…
Introduction A few weeks back, I was poking around in the portfolio of Quant Small Cap Fund. One stock that caught my eye was Indian Hume Pipe. It’s been a steady holding for them over the last two years, with a consistent 7.6918 lakh shares in their portfolio since last 2 years (July 2023 to…
Discover Earning Yield Premium Step 1: Understanding Earnings Yield Earnings Yield (EY) measures a company’s earnings per rupee of stock price. For Indian Oil (IOC), with EPS ₹9.63 and price ₹143, EY is 6.73%. For HDFC Bank, with EPS ₹91.96 and price ₹1,995, EY is 4.61%. High EYHigh EY indicates a stock is undervalued relative…
India’s Economy Vs World’s GDP Growth Rate Global Impact Click a button to discover why India’s economy is far from dead! Introduction In last week or so, there’s been a lot of chatter about India’s economy. Everyone, from uncles at tea stalls to the economists on TV, is talking about this “dead economy” comment. Former…
FI/RE Portfolio Calculator GMR FIRE Calculator Basic Monthly Expenses (₹): Expected Return (%): Expected Passive Income Yield (%): Years to Financial Independence: Annual Inflation Rate (%): Calculate Your FIRE Portfolio Your Path to Financial Independence Table of Contents Introduction 1. What is Financial Independence (FI/RE)? 2. The Journey to Financial Independence: Step-by-Step – 3. Part…
Welspun Living Q1 FY26 Results Key Highlights for the Quarter Ended June 30, 2025 Overall Performance Snapshot + Welspun Living Ltd. (WLL) announced its Q1 FY26 results on July 30, 2025. Consolidated Total Income for Q1 FY26 was ₹2,289 crore, showing an 11.6% decline year-on-year (YoY) and a 13.5% decline quarter-on-quarter (QoQ). Consolidated EBITDA (Earnings…
Welspun Living faces challenges from new 25% US tariffs impacting its 63-65% US revenue. The company is diversifying, localizing US manufacturing, and expanding in India to counter these trade risks. Introduction In the backdrop of US Tariffs, let’s talk about the textile industry that will probably be most effected. Within this sector there is a…
Table of Contents Introduction 1. What’s is Inflation? 2. The Numbers of 2014 vs. 2025 3. The Puzzle – 3.1 Government’s Role: Subsidies and Taxes – 3.2 Rupee vs. Dollar: The Exchange Game – 3.3 Global Oil Prices – 3.4 The Composition of the CPI Basket Conclusion Introduction There’s been a viral video on youtube…
To calculate EPS growth accurately, adjust past EPS for ‘bonus issues’ or ‘share splits’ by dividing it by the bonus or split ratio, showing true profit growth. But don’t adjust for new share issuances, as they reduce existing shareholders’ earnings share. Read the blog for detailed explanation.
Table of Contents Introduction 1. Neeraj Khanchandani Story: A Recap 2. Why I’m Writing This Post 3. Understanding Health Insurance in India 4. What Is Non-Disclosure? 5. Was the Waiting Period a Factor? 6. Other Possible Reasons for the Rejection 7. What Could Khanchandani Have Done Differently? 8. My Views: Was the Rejection Justified? What…
Minority interest impacts stock price valuation by requiring subtraction from enterprise value in the equity value formula to reflect only the parent company’s shareholders’ stake. Negative minority interest, due to subsidiary losses, increases the parent’s equity value by reducing deductions.
Indian Stock Market – A View GMRNextLeapStockMarket Scanner Select Sector: BankingConsumer GoodsIPOs Investment Horizon: Short-Term (0-6 months)Long-Term (1+ years) Scan Market Read the full blog for deeper insights Introduction As a stock investor, we always keep strategising to keep up with the tricky stock market. On some days we may take very small decisions to…
