01/06/2026
The June edition of Wealth Insight is out β and this one is built around a single idea:
the market is getting something wrong in almost every story we cover this month.
Whether you're tracking quality stocks, sorting out your home loan taxes, or trying
to understand what AI really means for your IT holdings β this edition has something
directly useful for you.
Here's what's inside:
π 10 companies going from good to great
A clear framework for spotting that shift early β and 10 names where the numbers
suggest it may already be happening.
π Where does the money actually go in pharma?
India makes medicines for the world. But most investors can't explain where the profit
sits in the supply chain. Our Sector Playbook traces it clearly.
π¦ PSU banks β is the discount finally closing?
SBI, Bank of Baroda, Canara Bank β clean books, restored profits, solid asset quality.
Yet still trading cheaper than private peers. We look at whether that gap is rational
or just stubborn.
π§ͺ Clean Science β global leader, stock still below peak
Zero debt. Market leadership in specialty chemicals. Industry-leading margins.
The stock is still well below its highs. What is the market missing β or what does it know?
π Every home loan tax benefit you're entitled to
Most homebuyers miss deductions they fully qualify for. Section 24B, 80C, HRA, capital
gains relief β all in one practical guide.
ποΈ Why this HDFC fund manager is avoiding large-cap pharma
Nikhil Mathur of HDFC AMC explains why he thinks mid and small-cap pharma will grow
faster β and where he's finding value right now.
π» Is the Indian IT hiring model broken?
For decades, IT companies grew by adding engineers. AI is changing what software
work costs β and who does it. What does that mean for TCS, Infosys, Wipro investors?
Independent research. No fund house influence.
βΉ150 at your nearest newsstand. Or subscribe online with this linkπ
https://tinyurl.com/2vyhmcdc