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HDFC Bank and HDFC Limited: Finer details on the mega merger

Authors: Abhinav Mishra & Abhishek Murarka “As the son grows older, he acquires the father’s business” One cannot sum up the mega-merger announcement better than the above statement. If you are new to the market, the news may have been a surprise. For seasoned investors, it was not. We will…

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Zomato or Tomato – How will 10 minute food delivery work?

Normal people make new year resolution on 1st Janurary. Investors make new year resolutions on 1st April. Wishing all a happy and successful new financial year! With that let’s look at this week’s Multipie newsletter. It covers the optionalities with Bharti Airtel and how will Zomato’s ambitious 10 minutes food…

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Rising crude oil prices – Impact on Indian economy

Guest Author: Abhinav Mishra Crude oil prices are rising and India imports more than 80% of its oil needs. Looking at the past two years’ data, I can say that the crude price is continuously going north. The crude oil price has broken all records in the last six weeks.…

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The Nickel trade – A Chinese billionaire and a big short trade

Hello👋 This week, we covered the Market snapshot, how one trade by a Chinese Billionaire led to a ~230% increase in global nickel prices within just 2 days- which led to trade suspension because of margin calls, followed by what else is trending in markets & curated reads. 1. Market…

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NSE IFSC: Investors can now invest in select US stocks – All you need to know

As an investor, we should look at avenues to diversify our investments. We often use products and services of global companies but don’t invest in them. With a new notification by NSE IFSC, we now have the option. Guest Author: Abhinav Mishra When we look at the US stocks, there…

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An aMAIZEing story of Indian players CORN-ering global market share

Hello!👋 This week, we covered the Market snapshot, explained an aMAIZEing story of Indian players CORN-ering global market share, discussed what else is trending in markets followed by interesting chart & curated reads. 1. Market snapshot Markets have entered into a correction zone with last week’s sell-off continuing today. The…

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Howard Marks: When is the right time to sell stocks in your portfolio? (#32)

Hello!👋 This week, we covered the Market snapshot, summarized Howard Marks’s recent memo where he explained when is the right time to sell stocks in a portfolio, covered notes from Li Lu’s Columbia address, 2006 followed by interesting visuals & curated reads. 1. Market snapshot Markets had a good week,…

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Why should you not invest in Debt-free companies (#31)

Hello😄👋This week, we covered the Market snapshot, Reliance bond raise, and why investing in debt-free companies might not always be the best option followed by interesting visuals & curated reads. 1. Market snapshot Markets had a good week, gaining 2.4%. Financials was the top gainer (up 4.7%) after months of…

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