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·Aug 18The Credibility Trade — India’s Financial-Infra Bench Owns The Post-Dollar Fragmentation CycleIn today’s newsletter, we examine why India’s financial-market infrastructure could emerge as a key beneficiary of the post-dollar…
MarketSmith India·Aug 11Q1 FY27 Earnings: The Mid-Cap Wedge Nifty 50 Won’t Show YouIn today’s newsletter, we examine why the market is misreading India’s Q1 FY27 earnings cycle by focusing on headline Nifty 50 growth…
MarketSmith India·Jul 31A good stock is not a plan. The order isA good stock is not a plan. It feels like one — that’s the trap. You find a company you admire, the chart looks willing, the story is…
MarketSmith India·Jul 1The Midcap 150 Premium Is Sector Composition — Not Style, Not SentimentIn today’s newsletter, we explore why investors shouldn’t buy midcap stocks simply because they belong to the midcap category. Instead, the…
