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Sachin Pal

Senior Research Analysts

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Shree Cement: A solid Q4, but premium valuations difficult to sustain

BUSINESS

Shree Cement: A solid Q4, but premium valuations difficult to sustain

Ambuja Cements Q1CY20: Solid balance sheet provides comfort

BUSINESS

Ambuja Cements Q1CY20: Solid balance sheet provides comfort

This debt-free company can weather the current storm

BUSINESS

This debt-free company can weather the current storm

ACC has the ability and cash to ride out this storm

BUSINESS

ACC has the ability and cash to ride out this storm

The 2020 stock market crash is a harsh reality check for momentum investors

BUSINESS

The 2020 stock market crash is a harsh reality check for momentum investors

The strategy has gone awry as the outbreak has disrupted the global economy and pushed the world to the verge of a global recession

When will global markets bottom out?

BUSINESS

When will global markets bottom out?

A comparison of the 2000 tech bubble, the financial crisis of 2008 and the 2020 Coronavirus crash

BUSINESS

A comparison of the 2000 tech bubble, the financial crisis of 2008 and the 2020 Coronavirus crash

Investors fear that the supply chain disruption will squeeze liquidity out of the system and pop the numerous bubbles - the global equity and debt market, tech start-ups, real estate and shale energy - that have developed in the last decade.

Diamonds in the Dust | This monopoly business is almost at its 6 year lows

BUSINESS

Diamonds in the Dust | This monopoly business is almost at its 6 year lows

Ideas for Profit | United Spirits: Q3 margins on a high, but valuations are sobering

BUSINESS

Ideas for Profit | United Spirits: Q3 margins on a high, but valuations are sobering

UltraTech Q3: Better margins lift earnings growth and balance sheet looks stronger too

BUSINESS

UltraTech Q3: Better margins lift earnings growth and balance sheet looks stronger too

Asian Paints: Rural focus may drive volumes, but is a risk to earnings growth

BUSINESS

Asian Paints: Rural focus may drive volumes, but is a risk to earnings growth

Havells or Polycab: Which is a better pick?

BUSINESS

Havells or Polycab: Which is a better pick?

A promising small cap in the plastics space

BUSINESS

A promising small cap in the plastics space

Midcap Marvel | A high-quality consumption stock which is likely to outperform

BUSINESS

Midcap Marvel | A high-quality consumption stock which is likely to outperform

GM Breweries: No cheer in Q3 FY20 numbers

BUSINESS

GM Breweries: No cheer in Q3 FY20 numbers

Polycab India merits serious attention

BUSINESS

Polycab India merits serious attention

Allcargo Logistics: Gati acquisition to strengthen the domestic footprint

BUSINESS

Allcargo Logistics: Gati acquisition to strengthen the domestic footprint

Prince Pipes IPO: What should investors do?

BUSINESS

Prince Pipes IPO: What should investors do?

Tewoo Group’s debt default indicates rising credit risks in China

BUSINESS

Tewoo Group’s debt default indicates rising credit risks in China

Transport Corporation of India: Earnings likely to remain stable

BUSINESS

Transport Corporation of India: Earnings likely to remain stable

Hyderabad Industries: Roofing market leader trading at a discount

BUSINESS

Hyderabad Industries: Roofing market leader trading at a discount

Dixon Technologies – Firing on all cylinders

BUSINESS

Dixon Technologies – Firing on all cylinders

Sector explainer | Why you need a brush of paint for your stock kitty

BUSINESS

Sector explainer | Why you need a brush of paint for your stock kitty

Industry top line is in good shape. New Delhi’s thrust on infrastructure and manufacturing can only be a force multiplier

Somany Ceramics: Are the many concerns baked into its price?

BUSINESS

Somany Ceramics: Are the many concerns baked into its price?

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