Harini Dedhia

Smallcap stocks: Don't overlook this critical question before investing

Understanding smallcaps requires more than numbers. Harini Dedhia shares the single most important question to ask a smallcap company, to understand if it can truly scale and win market share

Stacking the deck in your favour in special situations investing

In order to build a thesis around which M&A deals to consider as a potential special situations investment, a look at the twenty largest deals by Indian companies in the past decade is instructive

Too big to dance: Here's why blue chips structurally deliver lower returns

The large companies, while too big to dance, might also be too big to fail, at least in the short to medium term

How the number of distributors for a company impact its sales growth

In economics, the concept of a Laffer curve suggests that there is an optimal tax rate beyond which increasing the rate will not result in an increase in government revenue

Why PMS' need to be viewed differently from investing in a mutual fund

Investing in PMS should be looked at as a test series. You can judge consistency on an ongoing basis but the outcome is drawn out as per the stated objective of the fund