Value Research Online

Decoding the dragon's 15th Five-Year Plan

Wed, 01 Apr 2026

China’s latest Five-Year Plan signals slower growth but a strong push in technology and industry. Here’s how it could impact Indian markets, sectors and investors.

Why space is interesting for data centres

Sun, 01 Mar 2026

As AI strains Earth’s power and water limits, orbital data centres offer solar abundance and cooling efficiency. Can falling launch costs make them viable?

From Denny's to $3 trillion

Tue, 01 Jul 2025

How Nvidia rose to the top with AI, CUDA, and bold bets. Key takeaways for spotting high-tech companies with lasting value and strong leadership.

How Trump is reviving Nixon's 1971 shock therapy

Sun, 01 Jun 2025

Trump’s bold tariffs mirror Nixon’s 1971 shock in impact, not scope. Indian investors must weigh export risks, global fallout and portfolio positioning.

Which investor tribe are you?

Thu, 01 May 2025

Learn which investor tribe you belong to and how your behaviour impacts investment success. Discover the strategies of Rabbits, Assassins, Hunters, Raiders and Connoisseurs.

The IT slowdown nobody wants to talk about

Tue, 01 Apr 2025

Despite Morgan Stanley's optimism about India's economy, the IT sector faces a structural hiring slowdown, with automation threatening 30 per cent of coding roles by 2026 and widespread impacts on real estate and consumption.

Infrastructure: Looking past budget blues

Sat, 01 Mar 2025

Analysis of infrastructure investment opportunities in power transmission, railways, metro, roads and gas pipelines. Rs 143 trillion pipeline despite flat government capex.

Private equity finds the right medicine in healthcare

Sat, 01 Feb 2025

The healthcare private equity (PE) landscape booms, from biopharma deals to IT infrastructure investments. Insights on regional opportunities.

SoftBank and the pursuit of audacious dreams

Wed, 01 Jan 2025

We see SoftBank founder Masayoshi Son's investment philosophy, from spectacular successes to record losses and key lessons for investors.

AI bubble ready to pop?

Sun, 01 Dec 2024

We explore why AI progress is slowing: data challenges, OpenAI's new direction, and growing regulation concerns.

Margin of safety: The invincible defence for shrewd investors

Wed, 06 Nov 2024 16:00:00 +0530

Explore Seth Klarman's 'Margin of Safety' principles and their relevance today. Learn the difference between investing and speculation in overheated markets.

Yield optimiser funds might make sense now

Tue, 01 Oct 2024

Compare yield optimiser funds like ICICI Prudential's AIF with REITs. Analyse returns, risks, and investment rationale in the context of changing interest rates.

Semiconductor mission: The progress so far

Sun, 01 Sep 2024

Discover India's strides in semiconductor manufacturing, key investments, and the challenges faced in building a robust semiconductor ecosystem.

Bubbles, bubbles everywhere, but not a pin to prick

Thu, 01 Aug 2024

Explore the dominance of America's stock market and the performance of India's state-owned companies. Discover valuation trends and market insights.

Factor-based investing - a primer

Mon, 01 Jul 2024

Why a single factor is inadequate to explain a security’s performance

Eurozone - the giant awakens

Sat, 01 Jun 2024

After years of steady decline, European markets see glimmers of growth

Will AI innovations topple Alphabet's market leadership?

Wed, 01 May 2024 04:00:00 +0530

AI-led breakthroughs pose a threat to the company's hegemony

Japan's re-emergence as an investment destination

Mon, 01 Apr 2024 00:04:00 +0530

Despite a sluggish economy, Japan's equity markets show signs of robust growth

Straight Talk - Revisiting diversification: The must-have tool for investors

Fri, 01 Mar 2024 04:00:00 +0530

Why diversifying your portfolio is more of a necessity than a choice

The era of Bitcoin ETPs arrives

Thu, 01 Feb 2024 07:00:00 +0530

Regulatory greenlight ushers in a new paradigm for digital assets