Value Research Online

The Rs 100 lakh crore opportunity

Wed, 01 Apr 2026

India’s financialisation of savings could unlock Rs 100 lakh crore in new wealth. Here are the sectors and companies best placed to benefit from this structural shift.

The only way to actually lose money on your SIP

Fri, 20 Mar 2026

SIP returns can swing wildly in the first few years. Here’s why young portfolios look worse after corrections and how time eventually stabilises returns.

Crash-proof stocks

Sun, 01 Mar 2026

Can dividend-paying stocks cushion market crashes? Data shows high-ROE businesses with disciplined payouts fall less and compound better over time. We find out why.

Buy low, sell high. Automatically

Fri, 20 Feb 2026

Equity rallies quietly distort your asset mix. Why rebalancing feels uncomfortable, how drift builds risk, and the disciplined way to restore portfolio balance.

Finding the next big winners

Sun, 01 Feb 2026

Big returns often come from stocks institutions can’t own or track early. Here’s a framework to spot under-researched companies before discovery drives re-rating.

Great business, cheap stock: What's the catch?

Sat, 31 Jan 2026 17:00:00 +0530

KPI Green Energy shows strong growth and returns, yet trades cheaply. Governance concerns, weak cash flows and funding risks explain why the market is cautious.

A 75% crash but this small cap isn't done yet

Fri, 23 Jan 2026 20:17:06 +0530

This small cap is down 75 per cent. Find out why the market may be moving too fast and if this beaten-down stock still holds potential for long-term investors.

Do less, earn more

Tue, 20 Jan 2026

Constant monitoring and frequent tweaks feel disciplined but destroy compounding. Why patience, structure and restraint matter more than perfect portfolios.

Why market is betting big on Laurus Labs even at 85x P/E

Sun, 18 Jan 2026 17:00:00 +0530

Laurus Labs trades at a steep valuation but yet investors are betting on its shift to CDMO. Is the market pricing future growth, or getting ahead of itself?

Is UPL's worst phase finally behind it?

Sun, 04 Jan 2026 17:00:00 +0530

UPL is showing signs of recovery after a tough phase marked by debt and weak margins. We examine what’s changed, what hasn’t, and what lies ahead.

How to win the IPO game: IPO handbook

Thu, 01 Jan 2026

Learn how to approach IPOs calmly, cut through hype, avoid risky listing-gain bets and use a simple checklist to decide when an issue truly deserves your money.

How to win the IPO game: IPO Ratings

Thu, 01 Jan 2026

IPOs tempt investors with hype, urgency and noise. Learn how Value Research’s IPO Rating enforces discipline, filters weak offers and helps you decide when an IPO deserves attention.

How to win the IPO game: Beyond the buzz

Thu, 01 Jan 2026

IPOs today are priced for exits, not growth. Learn why patience beats participation and how to spot newly listed companies worth owning—after the frenzy cools.

Solid earnings, muted prices: What is the market signalling?

Fri, 26 Dec 2025 18:38:44 +0530

Some companies are delivering solid earnings, yet their stock prices barely move. Here’s why the market wants proof of durability—not just growth.

4 fast-growing stocks to watch after their big correction

Sat, 20 Dec 2025 11:00:00 +0530

These four fast-growing stocks have corrected sharply. We assess whether the valuation comfort is real and if earnings growth can still deliver strong long-term returns.

Crash coming?

Sat, 20 Dec 2025

Markets look unstoppable. But the real danger is misallocation. Understand product risk, fit risk and behaviour risk and invest without panic or FOMO.

Where the real money is in India's battery storage boom

Tue, 16 Dec 2025 20:12:19 +0530

India’s battery storage boom is real—but profits won’t be evenly spread. A clear guide to the value chain, risks, consolidation and where winners may emerge.

Behind V2 Retail's searing growth lies a risk of overreach

Fri, 12 Dec 2025 17:48:48 +0530

V2 Retail’s blistering growth and store expansion excite investors, but aggressive scaling, rising competition and rich valuations raise risks worth watching.

10 quality stocks on sale

Mon, 01 Dec 2025

Indian markets are correcting, but quality stocks at fair prices are emerging. Explore a Tillinghast-style framework to filter durable mid- and small-cap stocks.

What's next for Indian shipbuilding stocks? A global upcycle

Fri, 28 Nov 2025 18:11:56 +0530

India’s shipyards are riding a rare global upcycle as defence orders, shrinking global capacity and rising exports fuel growth. We break down the opportunity, risks and what investors should watch now.