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indian market valuation: Markets have run ahead of fundamentals, time to be cautious

India is the shining star in the global stock market. The ones that didn t die post-Covid became immortal. Suzlon, Reliance Power, Reliance Infra, Jai Corp, Swan Energy, Idea Cellular, Imagicaa, Jai Prakash Associates, DB Realty and others have rallied 5-20x from their lows. And the ones that saw management changes like CG Power delivered 60x within 3years of being acquired.

Goldilocks and the Three Tailwinds

Oct 11, 2023 – During the Great Depression, the deficit as a percentage of GDP reached a high of 6.1% in 1936. In 2009, we reached another record of 9.8%. However, over the last few years, all prior

Cosmos Health (COSM) CEO Issues Letter to Shareholders

Cosmos Health (COSM) CEO Issues Letter to Shareholders
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