The RBI kept rates unchanged in June 2026 — and most investors are reading that as a negative signal. But hidden inside the RBI’s own quarterly forecasts is a very different story, one that points toward a much stronger economy by Q4 FY27. This post identifies the exact sectors and businesses that long-term investors should be building positions in right now, before that cycle turns.
I ran the same Rs. 1 crore, 10-year investment model on three listed Indian REITs: Embassy, Mindspace, and Brookfield. I’ve used their actual financial data to estimate future returns. The results were surprising: two of the three REITs outperformed physical property on both absolute corpus and XIRR, while also carrying zero property tax, zero maintenance cost, and full liquidity. Here is the complete data, all assumptions explained, and my final verdict on which REIT gives the best return.
Amazon spent 20 years making losses, and made its investors extraordinarily wealthy because of it, not in spite of it. Out of 850+ new-age tech IPOs listed in India since 2021, I found 10 companies operating on that exact same strategic logic. They are deliberately sacrificing profit today to dominate the market tomorrow.
Warren Buffett’s investing principles — retained earnings, wide moats, and patience — work just as powerfully in India as they do in America. In this post, I have applied these exact principles to identify six Indian companies across large, mid, and small cap segments that are worth holding for the next twenty years. The names and the numbers inside will surprise you.
After running Nifty 500 stock through five strict fundamental filters of ROCE, EPS growth, debt levels, free cash flow, and relative P/E, only 21 companies made the quality cut. A full DCF analysis with a 15% Margin of Safety (MoS) then narrowed this down further to just 2 stocks currently trading below their intrinsic value, plus 4 high-quality names very close to their buy price. All 6 stocks are named and analysed in detail inside.
Most investors look at RIL’s Rs. 10.5 lakh crore revenue and assume the company is untouchable. But when I ran it through a structured Excel-based stress test, the results were genuinely surprising. A mere 5% fall in revenue, combined with a 3% rise in costs, caused RIL’s net profit to collapse by 90% and free cash flow to turn deeply negative. I am going to show you exactly how I did this analysis, step by step, with real numbers. [Downloadable Excel Template is available for subscribers].
Not all stocks recover after a market crash — only a specific type of company bounces back strongly, and there is one metric that identifies them before the recovery begins. That metric is Return on Invested Capital (ROIC), and when you learn to read it correctly, it changes the way you pick stocks forever. In this post, I explain exactly how ROIC works, how to use it alongside WACC, and which Indian companies currently sit on my high-ROIC watchlist. Here is a list of 11 high ROIC stocks that I’m tracking.
The mid-cap space hides a rare breed of companies. like Debt-free, sitting on strong cash reserves, and built around competitive advantages that protect their margins even when markets turn ugly. In this post, I have identified three such companies using a specific balance sheet framework. I’ve covered Debt-to-Equity, Current Ratio, and cash flow consistency. This framework filters out the weak from the genuinely storm-proof. If you want to know exactly which companies made the list and why their numbers stand out, the full analysis is inside.
When the Dollar rises and FIIs pull money out of India, some sectors get hit hard while others quietly gain. Oil companies, airlines, and firms with dollar debt feel the pain, but IT, pharma, and exporters often benefit. This post clearly shows why this happens and how it can help you make smarter portfolio decisions…ready list of 7 stocks with my remarks.
The merger of HDFC Limited and HDFC Bank has created India’s most powerful banking franchise. But it has also slowed the bank’s profit & EPS growth rate in the short term. I think, most investors do not fully understand why this happened. I have studied the financials of both HDFC Ltd and HDFC Bank and built a step-by-step 10-year projection to estimate exactly how fast the merged HDFC Bank can grow its profits and EPS by FY35. The numbers may surprise you so as to what it could deliver over the next decade.
The US-India and EU-India trade deals have changed the export economics for certain Indian mid-cap and small-cap companies in a very direct way. Most retail investors have not yet connected those dots. While everyone is still debating the large-cap names, five smaller companies are quietly benefitting from the policy changes and they are also genuinely business-ready to grab the potential gains. I am watching all five of them right now. In this post I’ve explained exactly why.
Every time FIIs sell heavily, some stocks crash 40% and take years to recover — while others barely fall and bounce back quickly. The difference is not luck; it comes down to 7 specific qualities that make a stock genuinely resilient to FII selling pressure. In this post, I walk through each quality in detail, with a ready checklist and a curated list of 7 Indian stocks that currently qualify.
