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It’s a well known fact that markets are cyclical and similarly there’s cyclicality in credit markets as well and I believe there’s some correlation in the two. Recently read a very good description of credit cycle in “The most important thing illuminated” by Howard Marks and tried applying the same to the Indian markets. Before discussing further, let’s first look at the credit cycle itself: Good times: During good times the economy moves into a period of prosperity. Providers of…

Recently we released our latest Investment Stock pick for all our premium members and would like to share with you details on the same. Our latest pick is basically a consumer product company that has witnessed sweeping positive changes over the last few years. We like the company on several fronts including its product profile, the customers it serves, operational changes brought over the last few years, expansion and modernization of production facilities, strong operating performance with decent cash flows and good…

Dear Readers, Please find below the status of Special situation & Long/Medium term Research reports on stocks made in Alpha+ as on 2nd Jul’16. The status is updated on monthly basis. Our focus on high quality businesses has helped us find stocks which have consistently outperformed benchmark indices by a very wide margin. This is not an investment advice and is a track record of research reports initiated by us. The performance data quoted represents past performance and does not…

Few days back we released the latest Jun’15 research note on an emerging company for our Alpha and Alpha + members and would like to share with you details on the same. We have always believed that if you are able to get both the sector and the company right, there’s a long term winner at hand and that seems the case with our Jun’15 Alpha stock. Consider the fact that one of the products the company deals in has…