This is third and conclusive part of our series : Make Wealth from Health. We had concluded in last article that base line ARPOB growth is 8% and hospitals will […]
Market Insights
Understanding Tariffs: Economic and Sectoral Implications for India
In today’s world, tariffs are more than just taxes on imports—they’re powerful tools that can shape economies and international relations. Recently, the U.S. imposed a 50% tariff on Indian exports […]
CDSL VS NSDL. Every time you sell a stock — they make money.
Depository Function and Framework Depositories enable investors to open and manage demat accounts through registered Depository Participants (DPs). It plays a critical role in the Indian capital markets by providing […]
China’s Rare Earth Monopoly: Is the Stock Market Sitting on a Ticking Time Bomb?
Introduction: Rare Earth, Rare Problem China’s Rare Earth Monopoly: China controls a large portion (60-70%) of global rare earth elements — materials that are crucial for high-tech industries, like electric […]
India-UK Trade Deal 2025: A Golden Opportunity for Indian Businesses to Go Global
On July 24, 2025, India signed one of its most important trade deals in recent history — the Comprehensive Economic and Trade Agreement (CETA) with the UK. It took more […]
ARPOB growth: Is it inflationary or pricing power?
Short Recap: In my last article, deliberation was on the growth driver of the hospital industry in the last decade—i.e., ARPOB (average revenue per bed). To establish the fact, we […]
India’s Defence Sector
Defence Stocks: Expensive Now or a Buy-on-Dip Opportunity? Company Name Price Return Since 1st April Maximum PE re-rating from 1st April Correction Peak Return from 1 April Peak Return From […]
Real Growth or Rising Costs? Unpacking India’s Healthcare Surge
Public expenditure on healthcare has seen a substantial increase from 1.4% in FY18 to 1.9% in FY24. This uptick in spending underscores the government’s goal to position India as a […]
Impact of Major Wars on India’s Nifty 50 (1996– Present)
Impact of Major Wars on India’s Nifty 50 (1996– Present) Kargil War (May–July 1999) The Kargil War (3 May–26 July 1999) saw the Nifty 50 begin near 978 on 30 April 1999, […]