Indian Market Case Studies
Real market events, broken down for the lessons they hold.
6
market stories
3
lessons per story
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Case study
Adani 2023: Anatomy of a Short-Seller Attack
In January 2023, a US shortseller published a 100page report alleging stock manipulation and accounting fraud across the Adani Group — wiping out over $100 b...
Case study
Asian Paints: The 20-Year Compounder
₹1 lakh invested in Asian Paints in 2004 became ₹62 lakh by 2024 — a 25% CAGR for TWO DECADES. No turnaround, no disruption, no luck. Just a boring paint com...
Case study
D-Mart: Everyday Low Cost, Extraordinary Returns
Radhakishan Damani — a stock market investor — built India's most profitable retail chain by doing the OPPOSITE of what every MBA teaches: own stores (don't...
Case study
IT Boom 2020-21: Reading the WFH Signals
When COVID19 forced the world to work from home in March 2020, Indian IT companies went from "boring stalwarts" to "highgrowth stories" overnight — deliverin...
Case study
How Jio Disrupted Indian Telecom
In September 2016, a petrochemical conglomerate launched a telecom service that offered FREE unlimited data and calls — and within 3 years, destroyed ₹7 lakh...
Case study
NBFC Crisis 2018: When the Numbers Screamed
In September 2018, IL&FS— a ₹91,000 Cr infrastructure lender — defaulted on its debt. Within months, the crisis cascaded through the entire NBFC sector, kill...