Stock & sector insights for India

Company and sector notes on Indian markets (IT, banking, and more) — context for curious investors, separate from evergreen Guides. Educational only —…

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Latest notes

• The IT Reset: Leaders, Pain, and What Comes Next (2026-09-06) — As of September 2026: Indian IT still prints cash, but five-year price returns and a shrinking Nifty weight show the market has stopped treating the leaders as automatic compounders.

Educational commentary only — not investment advice. New to markets? Start with Markets without FOMO in Guides.