Research Archive

Filter weekly updates, sector primers, and strategic insights published by the TraderBabu desk.

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01/16/2026

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Engineering

Primer on the Consumer Staples Sectors

EngineeringSector Deep Dive

This primer is a starting point for understanding the consumer staples sector of the Indian economy. It covers the macroeconomic factors that affect the sector along with key drivers of the various industries therein.

TraderBabu Research Desk

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11/24/2025

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Sector Deep Dive

IT Services: AI Disruption or Opportunity?

Sector Deep Dive

Separating the hype from reality. Our framework for valuing mid-cap IT in the age of GenAI.

Demo Author

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11/24/2025

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Sector Deep Dive

Pharma: The US Generics Revival

Sector Deep Dive

Pricing pressure in the US is easing. Which Indian pharma majors are best positioned?

Demo Author

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11/24/2025

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Sector Deep Dive

Banking Sector: The Credit Growth Supercycle

Sector Deep Dive

Private banks are trading at historical low valuations despite 15% credit growth. A deep dive into HDFC and ICICI.

Demo Author

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