Thinking global, living local

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 ...

Read the piece →

The Supercycle Is in Metals; the 2026 Oil Spike Is a Shock

October 28, 2026

The World Bank expects commodity prices to rise 16 percent in 2026, but most of the jump comes from the blocked Strait of Hormuz, not fro...

Read the piece →

What Seven Model Stock Portfolios Look Like Once You Check Them Against the Index

August 28, 2026

Stack eight stock-picking factors — breakout, quality, value, momentum, and a machine-learning bullish flag among them — and group what...

Read the piece →
Umashankar Triplicane Dwarakanathan
Contact Us
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.

footer

Browse all articles by topic

Every piece on this blog, grouped. Or read the full index.

Agriculture & FertilisersAI ToolsChemicalsClimate & CarbonEnergy & FuelsGas & LNGImport SubstitutionIndustrial PolicyMarkets & FinanceMobility & EVPrices & InflationTextilesTrade & Tariffs

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.