Thinking global, living local

The Negative Cash Conversion Cycle: Free Money or a Warning Sign?

October 28, 2026

A company with a negative cash conversion cycle collects cash from its customers before it has to pay its suppliers. That can be the sign...

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Earnings Drift and Piotroski Work Only Where Trading Is Thin

October 28, 2026

Two classic stock signals, earnings drift and the Piotroski F-score, both work, but only where trading is thin. Adding return on capital ...

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How to use piotroski-liquidity-research: a point-in-time test of the Piotroski F-score and liquidity

October 19, 2026

piotroski-liquidity-research asks whether the Piotroski F-score premium is explained by firm size or by stock liquidity, using point-in...

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How to use market-correlation-matrices: read per-market stock correlation snapshots

October 19, 2026

Ready-made correlation matrices of daily stock returns for six markets (India, US, Japan, Korea, China, Europe), stored compactly so yo...

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Umashankar Triplicane Dwarakanathan
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Umashankar Triplicane Dwarakanathan
Investment Promotion & Energy-Sector Leader · Chennai, Tamil Nadu, India
LinkedIn → GitHub → Email +91 78273 81696
How this site works

Data-led analysis of India's trade, currency and industrial policy. Every article is built from primary official sources, and every figure links back to the release, table or filing it came from.

Sources. DGCI&S TradeStat (imports/exports, HSN-wise) · PIB (government press releases, January 2017 to today, refreshed daily) · RBI (circulars, balance of payments) · MoSPI (CPI/WPI, IIP) · PARIVESH (environmental clearances) · CCIL (bond yields) · BIS (policy rates) · SEBI, NSE/BSE and SEC filings for company data.

Interpretation. Figures carry their vintage and retrieval date; estimates and press-reported numbers are labelled as such; where sources disagree, both are shown. Corrections are made visibly, never silently. Articles are written with AI assistance from the cited sources — AI-generated text can misstate figures even when working from real material, so verify any number that matters to a decision against the linked primary source.

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Each topic is a live archive page that updates itself as pieces are labelled. It replaces a hand-kept list that had fallen 18 articles behind.