Value Research Online

Giants in waiting

Wed, 01 Jul 2026

Most blue chips began as ignored small caps. Here are the stages a business passes through on that journey, why being early pays, and why only one in a hundred makes it.

India 2036

Wed, 01 Jul 2026

From household savings moving into markets to a Rs 45 lakh crore power buildout and India's data-centre gap, five structural themes set to drive the next decade.

The inflexion point

Wed, 01 Jul 2026

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Indian IT: Dead or poised to thrive?

Wed, 01 Jul 2026

The market is pricing Indian IT for near-stagnation as AI disrupts the headcount model. Four top IT fund managers explain why they are buying anyway.

The SIF playbook

Wed, 01 Jul 2026

SEBI's new SIFs let you short stocks and concentrate sectors from a Rs 10 lakh entry, well below PMS. What they can do, how their first year went, and the catch.

20 years, 20 lessons

Wed, 01 Jul 2026

Twenty years of market calls distilled into twenty lessons on time, selection, valuation and behaviour, including why selling too early, not picking wrong, costs most.

The flexi-cap tax you didn't know you were paying

Sat, 20 Jun 2026

Most flexi-cap funds keep 62% in large caps and barely move. The freedom the category promised has stopped paying. Here's what to hold instead and who should switch.

Good businesses. Better numbers.

Mon, 01 Jun 2026

Margin expansion and rising ROCE signal a business changing in character. We screened 52 companies and shortlisted 10 stocks where the quality shift appears real and durable.

Your fund grew. Did it change?

Wed, 20 May 2026

Large-cap and flexi-cap funds have held their alpha despite ballooning AUM. Small-cap funds have not. Here is what the portfolio data and liquidity stress tests show.

Great companies, panic prices

Fri, 01 May 2026

Market corrections have pushed several quality businesses to deep discounts. Discover how fear-driven sell-offs create rare buying opportunities.

One fund for all seasons

Mon, 20 Apr 2026 13:00:00 +0530

MAAF funds can hold 20 to 70 per cent in equity under the same label. We classified 38 funds into five buckets by actual equity exposure to show you what you really own.

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?