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Traditional corporates acquiring new-age businesses to keep up their game

This week we explain how 6 large companies are modernizing their business via start-up acquisitions followed by what’s trending in markets and curated good reads. 1. Traditional corporates acquiring new-age businesses to keep up their game Change is the only constant and the industry is now changing faster than ever.…

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How to make most of the real estate upcycle? 

This week I explain how to make most of the real estate upcycle followed by what’s trending in markets and curated good reads. 1. How to make most of the real estate upcycle? 🏠 Chinese banks are struggling as homebuyers (across 25 cities) have refused to pay their mortgages back due…

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Indian Tyre industry rebounding; Pharma sector going through a makeover

This week explain why Indian Tyre industry seems to be rebounding, Pharma sector going through a makeover and key development in fertiliser industry followed by what’s trending in markets and curated good reads. 1. Is Indian Tyre industry rebounding?🚚 The market finally is optimistic about the automobile sector. But, at…

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Scuttlebutt insights on six key industries🏌️

This week we cover scuttlebutt insights of six industries- Paints, FMCG, cigarettes, Cement, BFSI, and Textiles industry followed by what’s trending in markets and curated good reads. 1. Scuttlebutt insights on six key industries As quoted by Philip Fisher, getting a reality check from the people associated with the company…

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Six business models that show how India is going digital

This week we focus on changes happening in Indian startup ecosystem and six interesting business models that show how India is going digital followed by what’s trending in markets and curated good reads. 1. Six business models that show how India is going digital 📲 “At least 40% of all…

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Are the inflation worries overinflated?💢

This week I explain my rationale on why I think inflation worries are overinflated followed by what’s trending in markets and good reads. 1. Are the inflation worries overinflated?💢 What’s going on?  Globally inflation is touching heights– India’s inflation breached 7% levels and US’s inflation came at 8.6% in May,…

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Indian home loan market to double; Decline in alcohol prices in Punjab; Difficulties in switching from fossil & EPFO investment limit increase to 25%

This week we cover Indian home loan market to double in 5 years, Why Punjab reduced alcohol prices, Difficulties in switching to EV’s/renewable energy easily and EPFO investment to increase to 25%; followed by what’s trending in markets and curated good reads . 1. Indian home loan market to double…

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Is diversification in business always “di-Worse-ification”?🧐

This week I explain how investors should think of businesses that diversify into new segments and why all diversifications are not bad, followed by what’s trending in markets and curated good reads. 1. Market snapshot📈 The wheels of fortune in the stock markets are turning again. I mean sector rotation.…

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Result analysis: 2 unpopular sectors that are standing tall against the odds🔝

This week we analyze Q4FY22 results and discuss which sectors are standing tall against all the odds followed by curated good reads for investors. 1. Sectors that are standing tall against the odds🔝 “In the midst of chaos, there’s also an opportunity” Amidst the turmoil & mean reversion happening, one…

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