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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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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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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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