In a recent interview with Udayan Mukherjee, the big bull Rakesh Jhunjhunwala made an interesting bold statement – “I think nobody has read the Electricity (Amendment) Bill. Once it passes, it will be bigger than 1991 reforms.” In this post, we simplify and explaining the ongoing Power reforms In summary,…
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Hello, this week we covered how telecom companies are responding to reforms and have interpreted “the Fed-meet with our view on that”, along with some curated reads. Happy reading! 1. Market snapshot – Sensex over 60,000; Nifty near 18,000 Market cheered the move of Sensex into the 60s and now…
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Hello, over the last few weeks, we are seeing increasing policy developments which augurs well for long term investors. We have covered those along with some curated reads. Happy reading! 1. Market snapshot – Telecom rallies on AGR relief The week that was: Telecom was the key gainer last week with…
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This week, we explain why the Indian bond markets may be at an inflection point, summarize highlights of some great reads of the week, share insights from Uday Kotak and more. If you like it, please consider sharing and if you haven’t subscribed, you can do here to get this weekly…
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