MarketSmith India·Oct 17Emmvee PhotovoltaicThe market sold the quarter on a flat sequential print. The numbers show 89% cell utilisation, a 10.4 GW order book and a cell line that…
MarketSmith India·Oct 4725 Days, Zero Returns: What Really Broke India’s Market — And Where the Money Went InsteadTwo years after its September 2024 peak, the Nifty is lower. Underneath it, a different market has been quietly making money. Seven…A response icon14A response icon14
MarketSmith India·Oct 1Paid Whether The Tug Moves Or Not: The Small-Cap Turning Indian Ports Into 15-Year AnnuitiesIn today’s newsletter, we look at a Mumbai marine company whose best-ever quarter made most investors more suspicious, not less. A 64%…
MarketSmith India·Sep 29Don’t Fight the Tide — Why 3 Out of 4 Stocks Don’t Care How Good Your Stock Is.You can get the earnings right, the chart right, and the entry right and still lose money. The one letter of CANSLIM® that most investors…
MarketSmith India·Sep 26Supply Is The Bear Case India Is Not Pricing — Own The AbsorbersIn today’s newsletter, we examine a market risk hiding in plain sight: India’s equity-supply wave. Listed companies issued Rs 2.36 lakh…
MarketSmith India·Sep 7A chart is a point on the map, not the mapA chart is a point on the map. It is not the map.
MarketSmith India·Sep 6He Never Called Himself a Guru. He Just Kept Being Right for 60 YearsThis Teachers’ Day, meet William O’Neil — the newspaper boy from Depression-era Oklahoma who never handed anyone an opinion, only a…
MarketSmith India·Sep 5Record Highs Are In The Wrong Part Of The Market — India’s Cheap Benchmark Beats The Smallcap…In today’s newsletter, we untangle a headline that is quietly misleading a lot of investors: “Indian markets are at record highs.” They are…
MarketSmith India·Aug 21The screen that learned to let names leaveThe screen that learned to let names leave
MarketSmith India·Aug 20The Orbital Confirmation — India’s Physical-Intelligence Bench Just Printed Q1 FY27In today’s newsletter, we walk through why Q1 FY27 was the quarter that upgraded India’s physical-intelligence bench from beneficiary to…
