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The Multipie Blog

Multipie Weekly #15: Curated reads for investors

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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Multipie Weekly #14: Curated reads for investors

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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Multipie Weekly #13: Curated reads for investors

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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Multipie Weekly #12: Curated reads for investors

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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How to approach small cap and mid cap allocation in your equity portfolio now?

Small caps and mid caps are the darlings of the market again and outperforming the index stocks. Let’s examine the performance of small cap index over the last 5 years: NIFTY small cap saw a one-way rally from 4,900 levels in April 2016 to 9,580 by Dec 2017. This was followed…

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Multipie Weekly #10: Curated reads for investors

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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China’s Crackdown on its Tech sector – Understanding from 9 Vantage Points

Unless you are living under a rock, chances are you have heard about China’s regulatory crackdown on its tech sector. In our last weekly, we covered China’s tech regulations in brief. In this post, we go down the rabbit hole and look at it from nine vantage points: 1. Market…

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Multipie Weekly #9: Curated reads for investors

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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Multipie Weekly #8: Curated reads for investors

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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