Category: Uncategorized

  • MindSphere

    MindSphere

    MindSphere Reflections on the Indian Mid-Cap Market — Dancing While the Music Plays “Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria — but it’s during euphoria that fortunes are made, if you get the timing right.” Where We Are: Riding Stage 2, Eyes on Stage 3 The…

  • Beyond Borders

    Beyond Borders

    Beyond Borders Oil, Currencies and the Circus of Economic Narratives “People think oil prices rise because of bombs. They fall too — even in the middle of wars. It’s a cycle, not a morality tale.” The Oil Illusion: Geopolitics ≠ Price Driver Let’s begin with oil. Contrary to popular belief, oil isn’t a vessel for…

  • GrowthX

    GrowthX

    GrowthX Edit Company Bluspring Enterprises Limited Ticker NSE: BLUSPRING | BSE: 544414 | ISIN: INE0U4101014 Current Price 79.2 (as of 09 October 2025, NSE Close) Report Date 10 October 2025 Sector Infrastructure & Industrial Services Investment Thesis Bluspring Enterprises Limited (“Bluspring”) offers investors a differentiated exposure to India’s accelerating infrastructure and urban services boom. Recently…

  • Value Vault

    Value Vault

    Value Vault Edit Company General Insurance Corporation of India (GIC Re) Ticker NSE: GICRE | BSE: 540755 | ISIN: INE481Y01014 Current Price 375 (as of 09 October 2025) Report Date 10 October 2025 Sector Reinsurance / Financials Investment Thesis GIC Re is the dominant reinsurer in India, benefiting from a near-monopoly with PSU insurers and…

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