Value Research Online

Only 7% of life insurance payouts are death claims

Sat, 03 Oct 2026 10:00:00 +0530

IRDAI's own data shows surrender payouts are five times larger than death claims, and half of all policyholders quit within five years. Here's what it means for your policy.

Slow year or slow decline? Three checks before you sell

Mon, 05 Oct 2026 17:00:37 +0530

A company warns of a slow year and its stock falls. Before you sell, three checks on where the money goes, who pays and what has changed tell a pause from a decline.

Buying the fund house

Thu, 01 Oct 2026

Seven Indian fund houses are now listed stocks. Value Research explains why fund performance, not the usual SIP growth story, is the better way to judge them.

Memory by Design

Thu, 01 Oct 2026

The AI trade has centred on Nvidia and GPUs. Here's why memory chipmakers like SK Hynix, still priced as a commodity, could be the next structural shift.

Cheap, or dying?

Thu, 01 Oct 2026

A low P/E looks the same for a bargain and a dying business. Value Research uses PC Jewellers, Infosys and Tata Steel to show how to tell them apart.

Finolex Cables vs RR Kabel: Same sector, different paths

Thu, 08 Oct 2026 11:44:51 +0530

Finolex Cables vs RR Kabel: one is adding cable capacity, the other is shifting its mix to optical fibre and specialised cables. Here is what investors should watch.

'We are wrong 28% of the time'

Thu, 01 Oct 2026

quant Mutual Fund's founder Sandeep Tandon explains why his equity schemes top one-year charts but sit at the bottom of one-month tables and who should avoid them.

One international fund takes lump sums. Four take SIPs

Fri, 02 Oct 2026 11:02:43 +0530

Invesco shut lump sums in three international funds after a day but kept new SIPs open. See which funds take money now and what global ETFs cost over NAV.

Two international funds take lump sums. The Q50 costs double

Thu, 08 Oct 2026 17:10:15 +0530

The Motilal Oswal Nasdaq Q50 ETF now costs more than twice its NAV. See which international funds take lump sums and SIPs, and what global ETFs cost over value.

The $10 trillion question

Thu, 01 Oct 2026

The US is refinancing $10 trillion of debt, pushing yields near 5 per cent. Here's how that is already hitting Indian equities, the rupee and gold prices.

The final layer is human

Tue, 06 Oct 2026 13:49:28 +0530

AI investing tools are good at comparing funds and decoding jargon. The hard part of investing comes after you buy, and no app can hold your nerve for you.

10 PSU banks look cheap. Market is asking a fair question

Fri, 02 Oct 2026 09:00:00 +0530

Ten state-run banks cleared Value Research's growth and value screen. Here's why their profit surge came from falling provisions, not faster business growth.

The gate

Thu, 01 Oct 2026

Value Research explains the questions every stock must survive to make Stock Advisor's list, and why price, not a good story, is usually what stops one.

PB Fintech: How much is each customer still worth?

Thu, 01 Oct 2026 16:24:01 +0530

PB Fintech has fallen more than 40 per cent on IRDAI's proposed commission caps. Here's how much lifetime profit each Policybazaar customer is still worth.

Best AMC stock to invest in

Thu, 01 Oct 2026

Seven Indian fund houses are listed stocks. Value Research shows how their fund ratings move about a year ahead of market share, and how to judge each one.

Old rules for new-age stocks

Thu, 01 Oct 2026

New-age IPOs sell growth and market size. Here are six value investing tests, from unit economics to management trust, before you buy the next hot listing.

1,800x earnings: Is the stock worth paying for?

Thu, 01 Oct 2026

Titan could have been bought at nearly 1,800 times earnings in FY04 and still returned 12 per cent a year. Here's what that says about paying up for growth.

The shine that costs cash

Thu, 01 Oct 2026

BlueStone posted its first full-year profit, but consumed Rs 199 crore of operating cash. Here's what its growth actually costs, and what FY30 requires.

Growth, but with limits

Thu, 01 Oct 2026

Swaraj Engines depends entirely on Mahindra's tractor orders, and its Mohali plant has limited room to expand. Here's what its 22 times earnings multiple assumes.

Bitumen pays the bills, ships make the money

Thu, 01 Oct 2026

AICL's bitumen business brings in most of its revenue, but its shipping segment earns far fatter margins. Here's what FY26's slowdown revealed about both.