7 articles tagged Investing.
Turbine blades, aerospace forgings and defence components are not sold on price. A framework for reading India's precision manufacturing companies — Azad Engineering, MTAR, Bharat Forge, Sansera, Paras Defence and peers — where the real asset is an approval, not a machine.
Some good Indian businesses earn most of their year in one quarter. A framework for reading seasonal companies like Ingersoll Rand India, Cummins, Blue Star, Coromandel and Titan without mistaking the calendar for the trend.
India's paper packaging market is a $14.5bn business growing at 6% a year, yet the companies converting the paper barely keep the profit. A side by side comparison of TCPL Packaging, EPL, AGI Greenpac, Uflex, Mold-Tek and Huhtamaki on FY26 numbers.
Global supply chains are diversifying away from a single country, and India has put ₹1.97 lakh crore behind 14 sectors to catch that shift. Here's what China +1 and the PLI scheme really are, which listed companies sit in the path, and what a manufacturing mutual fund does and does not give you.
India's ESG funds hold roughly ₹15,000 crore across about ten schemes, while the domestic carbon credit market is on track to grow from ~$5.9bn to ~$66.8bn by 2033. Here's what ESG funds actually own, how they've performed, and where the carbon overlap is real versus imagined.
APSEX moves roughly a quarter of India's cargo across 15+ ports and is now pushing into subsea cables and offshore support. Here's the business, the moat, and the numbers that explain its dominance.
Exchanges are some of the best business models on any market: asset-light, high-margin toll booths protected by liquidity moats. Here's how MCX, BSE, and IEX actually make money, what protects them, and the regulatory risks that keep investors up at night.
