MoneyVedas Blog · Category
Markets
Commodities and gold, the defence sector, and analysis ideas with workings — each with bull case, bear case, and kill switch.
-
Commodities & gold: MCX, futures, and access — MoneyVedas Learn
MCX structure, futures mechanics, contango and roll cost, gold's real drivers, every access route compared, SGBs, and scams to avoid.
-
Defence stocks: sector deep-dive — MoneyVedas Learn
The defence budget, indigenisation, exports, order books, financials, and the valuation question — with a watchlist, bull/bear cases, and kill switches. Analysis, not buy calls.
-
Analysis ideas, with workings — MoneyVedas Learn
Analysis ideas with bull case, bear case, and kill switch: BSE, MCX, Coforge, and the defence watchlist. Analysis with workings — not buy recommendations.