Data-first notes on markets, companies and economies
Economic analysis, sector scorecards and company deep dives, in India and around the world: what drives growth, how good the earnings are, where the cycle is, and what the market is already pricing in.
Latest
2 Oct 2026 · Company deep dive · Jewellery · IndiaTBZ Under GRT: Store Productivity and Valuation
What GRT Jewellers' takeover could change at TBZ: cheaper funding, store productivity, margins, and the valuation arithmetic already in the price.
Recent
Jeweller Peer Scorecard: Titan, Kalyan, Senco & Peers
Ten listed Indian jewellers compared on growth, margins, inventory, hedging, store productivity, ownership and valuation, with an adjustable ranking.
26 Sep 2026 · Company deep dive · Jewellery · IndiaD.P. Abhushan: Gold-Driven Profits and Normal Earnings
How much of D.P. Abhushan's profit jump comes from gold prices, what normal earnings look like, and the risks in its inventory and cash flow.
29 Aug 2026 · Company deep dive · Electrical Equipment · IndiaModison: Electrical Contacts and a Margin Step-Up
Modison Ltd's margin inflection, management's ₹1,000 Cr FY28 target, data-centre power peers and FY28 scenario arithmetic, explained.
30 Jun 2026 · Note · Jewellery · IndiaTanishq × TBZ: A Hypothetical Partnership Case
A June 2026 strategy exercise: how Titan's Tanishq could have partnered with TBZ through a staged 24.9% stake, and how it compares with GRT's takeover.
Topics
How the reports work
Economic analysis
Growth, inflation, rates, currencies, commodities and policy, in India and globally, and what they mean for sectors and companies.
Sector scorecards
Every listed company in a sector, in India or abroad, on the same metrics, colour-coded against thresholds printed on the page, with a weighted ranking you can re-weight.
Stock deep dives
One company in detail: what drives growth, what normal earnings look like, and the arithmetic behind different valuation scenarios.
Mechanical, not a verdict
Scores and scenarios are arithmetic on public data. They are not ratings, price targets or recommendations.