Investment Research In Practise.

India’s power challenge is no longer about adding generation capacity. It is about managing volatility. Like pharma once redesigned its supply chain to distribute risk, the power grid must shift from asset-heavy planning to system-level orchestration.

The Moneyball strategy  originates from Moneyball , Michael Lewis’s account of how Billy Beane , then General Manager of the Oakland Athletics , rebuilt a competitive baseball team with one of the lowest payrolls in Major League Baseball. When Billy Beane  ran the Oakland Athletics , he faced three structural realities: a) Severe Capital Constraint Oakland’s payroll was a fraction of competitors like the Yankees. Competing on “stars” was mathematically impossible. b) A Broken

Capital account reform is the real opportunity hiding behind the USD/INR move — not to defend the currency, but to turn it into a structural advantage for India’s next decade.

Reliance didn’t lose money on cricket because the sport is unprofitable. It lost money because it mistook spending for strategy.

Apple Inc.’s explosive growth in India, long seen as the company's next frontier, has hit a wall. New filings reveal that annual sales growth has decelerated to 18% year-on-year, the slowest pace in six years. This slowdown signifies the end of the "easy pickings" era, where a low base and strong brand equity drove impressive numbers. Now, analysts warn growth could dip further to the 10-15% range, signaling a critical need for a strategic pivot.

The lesson is clear: Starlink’s satellites may be in space, but its success will be decided on the ground

SEBI’s decision to ease up regulations for trading of CDS products is a fundamental step towards revolutionising the corporate bond markets.

By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee Tata Motors: Balance Sheets Matter, As Much As The Income Statement!...