Inside ELECRAMA 2025: Key Insights from the World’s Largest T&D Expo

What is ELECRAMA?  ELECRAMA, organized by IEEMA (Indian Electrical and Electronics Manufacturers’ Association), is one of the largest global exhibitions dedicated to the power sector. The event ...

Key Insights from Smart Metering Summit

India's ambitious goals of achieving 500 GW of renewable energy capacity by 2030 and becoming a net-zero economy by 2070 underscore the critical need for advancements in grid management. The deploy...

Is Water and Wastewater Industry at an Inflection?

“Water is life's matter and matrix, mother and medium. There is no life without water.” India is home to a whopping 18% of the world’s population, but it only has about 4% of the world's resour...

Key Insights from SNEC Expo, Shanghai

In the coming decades, global energy demand is expected to significantly increase due to rising population, industrial growth, technological advancements, and increased data center usage. This growin...

Market Outlook: Post Election Results

The election outcome has been both remarkable and unexpected. The National Democratic Alliance (NDA) has returned for a third term forming a coalition government. There should not be any crucial impa...

Niveshaay Annual Letter 2024

It's that time of the year when we put our thoughts to perspective, reflect on our past successes and what didn’t work for us, evaluate areas for improvement, and convene with our team to set goals...

India’s Consumer Boom Unveiled

The first two decades of this century were China’s, then this decade and beyond will be India’s. The consumption story in India is just unfolding. - Sanjiv Mehta, Former CEO and MD, HUL India,...

Launch – Niveshaay Consumer Trends Portfolio

India is a consumption-driven story. What works in India’s favor on the private consumption front is the size of its consumer base, the rising income, and the aspirations of its young population...

‘The Vijay Kedia Meet’

The Niveshaay team got lucky to get an opportunity to meet and interact with Mr. Vijay Kedia who is know for his spectacular success in investments like Atul Auto Ltd. (100x), Cera Sanitaryware (100x...

Niveshaay’s Approach in the Valuation Reset Market Mood

Whenever there is a correction in the market, the first question that comes to our mind is, “Is it a good time to stay invested or is it better to pull out of the market?” We tend to make analogi...

Gokaldas Exports Ltd.- Q4 Results Analysis & Conference Call Highlights

2nd May, 2022 Report Covers: About the company Results and Conference Call Highlights Financials Conclusion Initial Coverage on the company (attached) Research Analyst: Gunjan Kabra (i...

Year end review FY 2021-22

Dear Investors, Prima Facie, equity as an asset class in last 2 years has given splendid returns to investors given the low base formed in March 2020. Our strategy has turned out to be fruitful in ou...