The SOIC Podcast
🎧 Welcome to the SOIC Podcast!
SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies.
In each episode, you’ll get:
📊 Stock analysis made easy
📚 Key takeaways from investing books
🧠 Mental models to think smarter
💡 Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
The SOIC Podcast
Market Correction or Bear Market? Top-Down Analysis & Sector Insights
In this episode of SOIC, we do a complete top-down analysis of the Indian stock market.
We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improving.
We analyze B2G-linked sectors, EMS, solar, transformers, consumption, financials, and small caps, using valuations, market breadth, and cycle analysis.
You’ll also learn how to spot opportunities during volatility, understand sector rotation, and prepare for the next market cycle with a clear framework.
This episode is a market temperature check to help you think clearly, avoid noise, and invest with discipline.