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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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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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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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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In current edition of our weekly newsletter we share perspectives on global Inflation and interest rates with impact on asset allocation, give you the Q1 FY22 result tracker, share filtered insights from Crypto B word Summit, delve a bit more on Food delivery space and more. We hope you enjoy…
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In current edition of our weekly newsletter we assess the last 3 years’ performance across industries, learn how Samit Vartak of SageOne constructs an alpha oriented portfolio, explain why FIIs are bullish on NBFCs, discuss if the Indian Textile Industry will see a resurgence and more. We hope you enjoy…
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In current edition of our weekly newsletter we assess last week and last year’s performance across industries, explain why CLSA is bullish on Real Estate, discuss Zomato’s valuation, explain implications of new Ethanol policy, share insights on the Cabinet reshuffle, share an annual report highlight and more. We hope you…
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In current edition of our weekly newsletter we assess half-yearly market performance, explain why Value Investing is not really dead, summarize the Financial Stability Report released by RBI, share why Thermal power is not fading away anytime soon and tell you about Jefferies first India long-only equity portfolio. If you…
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