Contrarian Captain Cool
Balance sheet, cash flows and capital allocation — these are Invesco Mutual Fund’s Dhimant Kothari’s touchstones
Anishaa Kumar - March 01, 2021
“Everything about the market recovery is not froth”
Axis Mutual Fund's Jinesh Gopani on why he is betting on IT and consumption stocks
N Mahalakshmi - March 01, 2021
Is Castrol India a mispriced deep value bet or just a dividend play?
The lubricants major’s valuation has eroded over fears of volume contraction due to the onset of electric vehicles
Rajesh Padmashali - January 15, 2021
The Reliance-Urban Ladder deal is good news for Pepperfry — Or is it?
The dynamics of the online furniture retail market have changed dramatically. What’s in store for the players?
Meenakshi Radhakrishnan-Swami - January 05, 2021
Is the current ‘polarized’ market, the new normal?
In a liquidity fueled environment, the textbook definition of ‘value’ has long ceased to exist
September 30, 2020
Welcome to the Mad Hatters Party a.k.a investors going overboard on 'quality' companies
The market has been behaving erratically but amid the insanity here are some sane observations
N Mahalakshmi - September 30, 2020
Building a future-ready, innovative healthcare industry
India’s scientific excellence provides us the opportunity to achieve self-reliance in pharmaceuticals, biopharma and holistic care
Kiran Mazumdar-Shaw - August 28, 2020
How Kishore Biyani's maverick moves pushed him to breaking point
The pioneer of India’s modern retail built an empire but created little value for shareholders
Krishna Gopalan - July 10, 2020
Kishore Biyani's quest for scale has let him down
The maverick retail pioneer bet it all on his overarching ambition
N Mahalakshmi - July 30, 2020
The leader is dead. Long live the leader
Vodafone Idea’s financial stress makes it extremely vulnerable, but the timing of its death will be dictated by the crusader Reliance Jio
N Mahalakshmi - March 13, 2020