India's interest rates (GSec yields) peaked at around 15% in 1996
Tradingeconomics
India 10-Year Government Bond Yield - Quote - Chart - Historical Data - News
The yield on India 10Y Bond Yield rose to 6.77% on March 20, 2026, marking a 0.04 percentage points increase from the previous session. Over the past month, the yield has edged up by 0.06 points and is 0.14 points higher than a year ago, according to over…
India's rates are currently close to historical average. But the US interest rates could move much higher even before settling near historical average.
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China + 1 in Indian Pharma ....Indian generics are now finding takers in markets that were earlier restricted buyers. If this trend continues, not only will Indian pharma be able to diversify...but also reduce the risk of USFDA embargoes. https://www.livemint.com/industry/manufacturing/vietnam-dials-india-for-drug-supplies-11664124050781.html
mint
Vietnam dials India for drug supplies
Vietnam has been heavily dependent on Chinese imports to meet its pharma requirements
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Here's why Defence Tech and Space Tech are correlated. https://www.business-standard.com/article/companies/hal-sets-up-rs-208-crore-rocket-engine-manufacturing-facility-for-isro-122092600480_1.html
Business-Standard
HAL sets up Rs 208 crore rocket engine manufacturing facility for Isro
The Hindustan Aeronautics Limited has set up a Rs 208 crore Integrated Cryogenic Engine Manufacturing Facility (ICMF) here that would cater to the entire rocket engine production under one roof
HAL-L&T consortium bagged the Rs 860 crore contract for end-to-end realisation of five PSLVs over a period of four years from the NewsSpace India Limited (NSIL), the commercial arm of the Department of Space.
Forwarded from Equitymaster
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10 Potential ‘100 Crore Club’ Stocks to Buy Now
What does it mean to you to get your hands on the ultimate, growing list of potentially the most extraordinary ‘100 crore club’ stocks…
…that have the potential to be the greatest wealth creators of your lifetime?
If that feels life-changing...
Then you should register for my latest event – 100 CRORE CLUB.
At the event, you will discover everything about my most ambitious mission to build the ultimate list of potential ‘100 crore club’ stocks that have the power to permanently lift you into the premier financial orbit of HNIs.
In fact, 10 rarest of the rare potential ‘100 crore club’ stocks are currently flashing a BUY signal.
Join me at my special event on the ‘100 Crore Club’ on 10th October at 5pm.
http://www.eqtm.in/y4B8H
What does it mean to you to get your hands on the ultimate, growing list of potentially the most extraordinary ‘100 crore club’ stocks…
…that have the potential to be the greatest wealth creators of your lifetime?
If that feels life-changing...
Then you should register for my latest event – 100 CRORE CLUB.
At the event, you will discover everything about my most ambitious mission to build the ultimate list of potential ‘100 crore club’ stocks that have the power to permanently lift you into the premier financial orbit of HNIs.
In fact, 10 rarest of the rare potential ‘100 crore club’ stocks are currently flashing a BUY signal.
Join me at my special event on the ‘100 Crore Club’ on 10th October at 5pm.
http://www.eqtm.in/y4B8H
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Forwarded from Equitymaster
Just Released...The Latest Episode of the Investor Hour
My guest this week is Devina Mehra, Founder, First Global.
Here are the episode notes...
Devina Mehra on Importance of First Principles, Picking HDFC Bank in 1996 and Turning Down Ratan Tata’s Suggestion
Devina Mehra’s claim to fame is recommending HDFC Bank stock at an adjusted price of less than Re 1.
But that’s nowhere even close to the successes she has racked up over her career.
She founded First Global, which is today one of India’s most successful global research firms.
Along the way she has had a string of successful calls including recommending Amazon in 2001.
Her biggest contribution yet may be the thoroughness with which she researches a stock (which has evolved into a human plus machine process).
Listen in to a fascinating conversation where we discuss all this, and our usual favourite topics of portfolio construction, portfolio sizing and asset allocation.
It’s a must listen...
My guest this week is Devina Mehra, Founder, First Global.
Here are the episode notes...
Devina Mehra on Importance of First Principles, Picking HDFC Bank in 1996 and Turning Down Ratan Tata’s Suggestion
Devina Mehra’s claim to fame is recommending HDFC Bank stock at an adjusted price of less than Re 1.
But that’s nowhere even close to the successes she has racked up over her career.
She founded First Global, which is today one of India’s most successful global research firms.
Along the way she has had a string of successful calls including recommending Amazon in 2001.
Her biggest contribution yet may be the thoroughness with which she researches a stock (which has evolved into a human plus machine process).
Listen in to a fascinating conversation where we discuss all this, and our usual favourite topics of portfolio construction, portfolio sizing and asset allocation.
It’s a must listen...
YouTube
Devina Mehra on Picking HDFC Bank in 1996 and Turning Down Ratan Tata’s Suggestion | Investor Hour
Get free access to our latest research idea instantly. Visit: http://www.eqtm.in/i7D9C
Devina Mehra’s claim to fame is recommending HDFC Bank stock at an adjusted price of less than Re 1.
But that’s nowhere even close to the successes she has racked up…
Devina Mehra’s claim to fame is recommending HDFC Bank stock at an adjusted price of less than Re 1.
But that’s nowhere even close to the successes she has racked up…
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54,774 Invested in ONE Stock Turned into Rs 5 CRORE…
This one stock is a classic ‘100 Crore Club’ stock.
Had you bought this stock in 1992, your investment would be up 913 times now.
Which means that a mere investment of Rs 54,774 would have grown to Rs 5 crore now.
Have you ever imagined a tiny investment of just over Rs 50,000 snowballing into Rs 5 crore?
If you’re serious about joining my ‘100 Crore Club’, you must ask this question the next time you buy a stock:
Does this stock investment have the potential to grow into a corpus worth Rs 5 crore in the long run?
Join me at my special event on the ‘100 Crore Club’ on 10th October at 5pm.
http://www.eqtm.in/y4B8H
This one stock is a classic ‘100 Crore Club’ stock.
Had you bought this stock in 1992, your investment would be up 913 times now.
Which means that a mere investment of Rs 54,774 would have grown to Rs 5 crore now.
Have you ever imagined a tiny investment of just over Rs 50,000 snowballing into Rs 5 crore?
If you’re serious about joining my ‘100 Crore Club’, you must ask this question the next time you buy a stock:
Does this stock investment have the potential to grow into a corpus worth Rs 5 crore in the long run?
Join me at my special event on the ‘100 Crore Club’ on 10th October at 5pm.
http://www.eqtm.in/y4B8H
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Forwarded from Equitymaster
India's Top 5 Semiconductor Stocks and how They are Faring in 2022
Supply chain disruption and high demand sent semiconductor stocks soaring in 2021. But how are they faring in 2022?
http://www.eqtm.in/Qo43J
Supply chain disruption and high demand sent semiconductor stocks soaring in 2021. But how are they faring in 2022?
http://www.eqtm.in/Qo43J
Forwarded from Equitymaster
How to Identify High Profit Stocks for 2023
Here's how to find the best stocks for your 2023 watchlist in this market.
http://www.eqtm.in/Qg7x4
Here's how to find the best stocks for your 2023 watchlist in this market.
http://www.eqtm.in/Qg7x4
Forwarded from Equitymaster
If you had surplus money now, you would... (Select one or more options)
Final Results
56%
Buy Stocks
10%
Buy Bonds / Make an FD
13%
Buy Gold
10%
Buy Property
24%
Hold Cash
4%
Not Sure
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The Ultimate ‘Buy’ List for this Market Correction...
There’s a very tiny minority of listed companies that have the potential to be the greatest wealth creators for Indian investors.
No market crash, no economic slowdown, and no amount of business disruption could pull them from climbing the fortune ladder.
And any investor that could get their hands on... could potentially put themselves into the top 1% club of Indian investors.
Don’t miss your chance to enter this 1% club at 5pm on Monday, 10th October.
More details here…
http://www.eqtm.in/y4B8H
There’s a very tiny minority of listed companies that have the potential to be the greatest wealth creators for Indian investors.
No market crash, no economic slowdown, and no amount of business disruption could pull them from climbing the fortune ladder.
And any investor that could get their hands on... could potentially put themselves into the top 1% club of Indian investors.
Don’t miss your chance to enter this 1% club at 5pm on Monday, 10th October.
More details here…
http://www.eqtm.in/y4B8H
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Forwarded from Equitymaster
The One Megatrend You Should be Focused on Now
After a disappointing debut on the bourses, one mid-sized company has transformed and come a long way from being a one trick pony.
http://www.eqtm.in/m9GWs
After a disappointing debut on the bourses, one mid-sized company has transformed and come a long way from being a one trick pony.
http://www.eqtm.in/m9GWs
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Its been more than a decade since rating agencies like S&P and Moody's were accused of colluding with their clients to assign faulty ratings for financial instruments. However, the rating agencies, both globally and in India, showed few changes to their faulty revenue structure. It appears that regulators are now getting stricter. https://www.businesstoday.in/latest/corporate/story/sebi-orders-shutting-down-of-rating-agency-brickwork-ratings-349198-2022-10-06
Business Today
Sebi orders shutting down of rating agency Brickwork Ratings
The probe found that the credit rating agency did not undertake independent analysis of projection provided by the issuer; other lapses included delay in default recognition and conflict of interest, among others.
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Forwarded from Equitymaster
Do you invest in international/global stocks?
Final Results
21%
Yes
42%
Not yet, but planning to
37%
No I don't invest, and don't plan to either