TRADIENT — RESEARCH
Long-form market, sector and company work organized for faster discovery and better reading.
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How Earnings Upgrades and Downgrades Drive Market Re-Rating
Earnings upgrades and downgrades can move both the ‘E’ and the valuation multiple. Learn how revision breadth, magnitude and expectations drive market re-rating in Indian equities.
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Market-Cap-to-GDP: Useful Indicator or Oversimplified Shortcut?
India’s market-cap-to-GDP ratio is widely quoted as a valuation gauge. Learn what it measures, why definitions matter, when high readings can mislead, and how to use it with…
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Price-to-Book Ratios in Banks: When They Matter Most
Why do investors use price-to-book for banks? Learn how P/B connects with ROE, asset quality, credit costs, capital and growth – and when the ratio can mislead.
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Valuation Compression: How Good Companies Can Still Deliver Poor Returns
A great company can still deliver poor stock returns when valuation multiples compress. See the return maths, common triggers and a practical monitoring framework.
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Mid-Cap and Small-Cap Valuations: Growth Premium or Excess Optimism?
How should investors read Indian mid-cap and small-cap valuations? A framework using earnings growth, quality, liquidity, breadth and valuation premiums instead of P/E alone.
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Nifty P/E vs Earnings Growth: What the Combination Tells Us
Nifty P/E and earnings growth should be read together. See how valuation, realised profit growth and earnings revisions combine to shape potential market returns.
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Is the Indian Market Expensive? A Better Way to Read Valuations
Is the Indian stock market expensive? Use forward P/E, P/B, earnings growth, sector mix, bond yields and history together rather than relying on a single valuation number.
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Cash-Market Flows vs Derivatives Positioning: Which Signal Matters More?
Cash-market flows and derivatives positioning can tell different stories. Learn what each signal measures, why they can diverge and how Indian-market investors can read them together.
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How Index Rebalancing Can Temporarily Distort Institutional Flows
Index rebalancing can create temporary institutional buying and selling unrelated to fundamentals. Learn the mechanics, flow signals and investor implications.
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Foreign Ownership Trends Across Indian Large Caps
Foreign ownership of Indian large caps has been falling even as domestic ownership rises. Read the latest Nifty 50 and NSE ownership trends and what they mean.
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Monthly SIP Flows and Indian Equity Valuations
India’s monthly SIP flows are at record scale. What do they actually mean for equity valuations, domestic liquidity, mutual-fund ownership and market resilience?
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FPI Selling and Nifty Resilience: How to Read Diverging Signals
FPI selling does not always translate into an equal Nifty decline. Use flows, domestic liquidity, breadth, ownership and price response to read the divergence.