DeepStratAI Research Desk
Welcome to the Research Desk.
Pro tip - go through the “sector decoder” first for a broader understanding. That is your cheat-sheet! You can then glance through the reports by sector. Feel free to reach out if you want a refresh! Data is in abundance, but the real deal is to be able to cut through the noise.
🗓️ December 2025: Sector Deep Dives
Detailed analysis of India’s core sectors based on the current earnings season.
🦅 Market Strategy
"... from 30,000 Feet"
CIO dashboard analyzing market breadth, valuation vs. earnings, and rotation signals.
🧠 The Sector Decoder
Understand the "Why".
A guide to the specific KPIs for each sector
| Sector | Coverage & Thesis |
|---|---|
| 🚗 Automotive | View Report |
| 🏦 Banking & Finance | View Report |
| 🏗️ Cement & Infra | View Report |
| 🏨 Hotels & Hospitality | View Report |
| 🛡️ Insurance | View Report |
| 🛒 Retail & Consumption | View Report |
| ⚙️ Steel & Metals | View Report |
| 💻 Tech & IT Services | View Report |
Methodology Notes
- Traffic Signals: We use a Red/Yellow/Green signal based on the Nemo’s Vector composite score.
- Data Sources: All data is derived from the latest quarterly filings and earnings call transcripts.