Hola!👋 This week, we covered the Market snapshot, RBI’s unexpected move of doing nothing in the monetary policy meeting, explained why Aluminium players are in a sweet spot currently followed by interesting chart & curated reads. 1. Market snapshot Last week was packed with macroeconomic headlines and some mediocre results.…
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Hello!👋 This week, we covered the Market snapshot, explained how the government has sown the seeds of a new virtuous investment cycle by focusing on Capex in Budget 2022, discussed what else is trending in markets followed by interesting chart & curated reads. 1. Market snapshot Indian markets closed the…
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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…
Leave a CommentHello!👋 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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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…
Leave a CommentHappy New Year everyone! 😄✨In the first edition of our newsletter in 2022, we covered the Market snapshot, Tailwinds in NLEM exposed pharmaceutical companies, learnings from Ramesh Damani followed by interesting visuals & curated reads. 1. Market snapshot In the last week of 2021, the Pharma & healthcare sector gained…
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Hello👋 Its the year end so with Market snapshot we summed up the major events happened in equity markets & economy in 2021 followed by interesting visual & curated reads. 1. Market snapshot An eventful year is nearing a close and let’s take a stock of sector wise performance. The…
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Hello👋This week we covered- Market snapshot, Will the apparent value unlocking opportunity in ITC, unlock the value; followed by interesting visuals & curated reads. 1. Market snapshot Last week, IT was the only sector which gained and this might be possibly due to outstanding results by US IT company- Accenture…
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Hello👋This week we covered- Market snapshot, Why there is great potential in the stainless steel industry & explained the Rebound in Jindal Stainless Ltd followed by interesting visuals & curated reads. 1. Market snapshot The market has been acting like a seesaw since last month. This week, all the sectors…
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Hello👋This week we covered- Deja Vu in Paytm, Defending economies of scale, 40% of electricity generation from renewables & nuclear energy followed by interesting visuals & curated reads. 1. Market snapshot While the US Tech markets crumble, Indian IT was the top gainer last week at 3.5%. The strength was…
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