Welcome to the 17th edition (13th on blog) of our weekly newsletter. Topics for this week include our market snapshot, thoughts on the National Asset Monetisation Pipeline, highlights from Edelweiss’ Small and Midcap model portfolio, some dope career advise, good reads and more. If you are finding these helpful, please…
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Welcome to the 16th edition (12th on blog) of the weekly newsletter. We have been publishing these weeklies every weekend over the last few months. If you are finding these helpful, please spread a word about us by sharing with your friends and work network. Let’s get started. 1. Market…
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Small caps and mid caps are the darlings of the market again and outperforming the index stocks. Let’s examine the performance of small cap index over the last 5 years: NIFTY small cap saw a one-way rally from 4,900 levels in April 2016 to 9,580 by Dec 2017. This was followed…
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Hello, we are back with 15th edition (11th on blog) of our weekly newsletter. But before that, note that our annual report tracker is now updated with over 800 annual reports and we will be sharing some insights on Q1 results on our Twitter page today. In this weekly, we…
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In recent weeklies, we have covered various macro and industry highlights such as Inflation, the Commodity boom, Real Estate recovery, Textiles measures, Ethanol blending, etc. In this weekly, the focus is more micro, where I share some thoughts and snippets on individual companies. Also experimenting with a category called Visual…
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Unless you are living under a rock, chances are you have heard about China’s regulatory crackdown on its tech sector. In our last weekly, we covered China’s tech regulations in brief. In this post, we go down the rabbit hole and look at it from nine vantage points: 1. Market…
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In this edition of our weekly newsletter, we explain the commodities boom and how it impacts downstream industries, decode China’s clampdown on the Tech sector, share insights on Indian agriculture, highlight select results from the week gone by, give you curated reads and more. You can check previous weekly here and…
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