The Rise of Gensol and the EV Narrative

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Today’s Daily Byte

As we wrap up the last session of the month and the year, it’s safe to say that we’re ending on a decent note. While certain pockets of the market haven’t performed as expected, the fact that we’ve been riding the rally for so long means we were bound to see some pullbacks. A bit of a sweet breaker was always on the cards.

The Nifty 50 is down by 0.31% today. Over the past three sessions, it reached close to 23,900, but has since pulled back by about 400 points. Considering the strength of the recent rally, . . .

Reading Time : 4 Minutes

Bhav Bhagwan Che!

Let’s talk about a very recent and revealing case — Gensol Engineering. Many of you must already be familiar with this name. This is the same group that runs Blue Smart taxis, and Gensol is the company that buys the EV cabs and leases them to Blue Smart.

On paper, it looked like a great business loop — all lease rentals flowing into Gensol, a high-growth electric mobility narrative, and the promise of disrupting players like Uber. That story quickly caught investor attention and the stock rocketed from around ₹400 to ₹1300 in no time.. . . .

Reading Time : 4 Minutes

Commodities are Cheap

This chart from Incrementum on X shows a very interesting long-term ratio: the Goldman Sachs Commodity Index (GSCI) Total Return divided by the S&P 500.

Essentially, it tells you how commodities perform relative to equities over time. And across the last 50+ years, the chart shows three major cycles where commodities significantly outperformed equities:. . . .

Reading Time : 2 Minutes