Manthan Invest

Everything worth keeping, in one place.

Readings, worksheets and recorded walkthroughs across the three lenses.

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Microfinance Sector Outlook — Q2 FY27

A read of India's listed microfinance and rural lenders on Q2 FY27 (July–September 2026) results, concalls and business updates, with a deep dive on Credit Access Grameen and Aye Finance.

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Macro Outlook Report Dated 15.10.2026

Why bond market stability, the power crunch, and the return of cash-flow discipline are doing more to shape asset prices right now than any central bank statement.

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Mental Model on News Vs Event

How to analyze the information whether it news or event

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Deep Dive in Hospital Sector

Understand the ABC and then deep dive in sector

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How to fundamentally evaluate the Hospital Sector

Understand the ABC of Hospital sector

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EDITION.W8

Weekly report dated 18.10.2026

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