#LIC is the only large Life Insurer that benefits on VNB margin as RBI raises rates.

The narrative around AI is shifting in IT Industry #HCLTECH seems to be capturing this well

For the full post - intelsense.substack.com/p/st…

Swan Defence & Heavy Industries order book is sitting at ₹6,500 Cr, the company's backlog is roughly 23x its FY26 annual revenue (₹282 Cr) #SWANDEF #NAVY #SHIPBUILDING

Opposite trajectories for Canara's financial entities : #CANHLIFE : Number of Policies (NOP) up +16% YoY, outperforming both private peers and broader industry growth #CRAMC : Experiencing decline in active SIP folios and softer monthly inflows relative to industry benchmarks

Multidisciplinary thinking compounds into better investing. Each week, we cut through the noise and curate the sharpest ideas across domains. In Week # 457 CURIOSITY, we cover: - Keep Evolving - Markets & Keynesian Beauty Contest - Global Recorded Music Revenues (graphic) - Investing with Li Lu (video) intelsense.substack.com/p/cu…

The grand old man is not playing any more but could yet have the last laugh. One of the most important things in investing is sticking around for a long time.

Eimco Elecon is riding a massive mining CAPEX wave Order book up 202% YoY to ₹133 Cr, fueled by aggressive national targets for coal, copper, uranium and gold mining.

FUND TRACKER: Keeping an eye out for what mutual funds bought and sold in September. intelsense.in intelsense.smallcase.com

FPIs are buying IPOs and selling in the cash market.

Airfloa wins a new interior design order for Vande Bharat - the first Indian company to win a interior design order of this magnitude. Read the Stock Story for Airfloa: intelsense.substack.com/p/st… #AIRFLOA #RAILWAYS

Sun Pharma is the 2nd largest derma player in the US by prescription volume. But why fund a US professorship? Because it pairs with their growing global portfolio of innovative biologics —Ilumya and LEQSELVI . We break down Sun Pharma's massive dermatology growth engine. intelsense.substack.com/p/in…

Globally, we produce around 350 million tonnes of plastic waste a year. Most of this is managed responsibly, either in secure landfills, through recycling, or incineration. But around one-quarter of it is mismanaged or littered.

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The focus on manufacturing in India is speaking up in the venture space. #manufacturing

Central banks across the world are raising rates.

Retail demand in Tier 4+ regions is scaling rapidly. QCom & Ecom momentum is hitting new highs. Value retail seems to be on very strongwicket. During Day 1 of Meesho’s Mega Blockbuster Sale 2026, orders surged ~75% YoY, with an incredible peak of over 75,000 orders per minute within the first 15 minutes. #Ecommerce #ValueRetail #Retail #MarketTrends

#auto #EV

#Defence Secretary Rajesh Kumar Singh on Friday said that the Ministry of Defence (MoD) will try to seek a 35 per cent rise in 2027-28 (FY28) for the defence Budget’s modernisation component, which funds the capital acquisition requirements of the Army, Navy and the Air Force. If granted, this would be the sharpest increase in at least a decade in the armed forces' arms procurement budget. business-standard.com/extern…

The recording of yesterday's session along with the presentation and windows/mac companions. intelsense.substack.com/p/ag…