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The Multipie Blog

HDFC Bank and HDFC Limited: Finer details on the mega merger

Authors: Abhinav Mishra & Abhishek Murarka “As the son grows older, he acquires the father’s business” One cannot sum up the mega-merger announcement better than the above statement. If you are new to the market, the news may have been a surprise. For seasoned investors, it was not. We will…

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Zomato or Tomato – How will 10 minute food delivery work?

Normal people make new year resolution on 1st Janurary. Investors make new year resolutions on 1st April. Wishing all a happy and successful new financial year! With that let’s look at this week’s Multipie newsletter. It covers the optionalities with Bharti Airtel and how will Zomato’s ambitious 10 minutes food…

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Rising crude oil prices – Impact on Indian economy

Guest Author: Abhinav Mishra Crude oil prices are rising and India imports more than 80% of its oil needs. Looking at the past two years’ data, I can say that the crude price is continuously going north. The crude oil price has broken all records in the last six weeks.…

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Paper gains are real & not just “on paper” this time 📰💰

Hello👋 This week, we covered the Market snapshot, Dynamics of the Paper industry- explained why the share price of paper companies is increasing and our view on which companies one can invest in to play out the industry’s trajectory followed by what else is trending in markets & curated reads.…

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The Nickel trade – A Chinese billionaire and a big short trade

Hello👋 This week, we covered the Market snapshot, how one trade by a Chinese Billionaire led to a ~230% increase in global nickel prices within just 2 days- which led to trade suspension because of margin calls, followed by what else is trending in markets & curated reads. 1. Market…

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NSE IFSC: Investors can now invest in select US stocks – All you need to know

As an investor, we should look at avenues to diversify our investments. We often use products and services of global companies but don’t invest in them. With a new notification by NSE IFSC, we now have the option. Guest Author: Abhinav Mishra When we look at the US stocks, there…

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India’s Green Hydrogen policy & how will the incentives help

Hi folks👋 This week, we covered the Market snapshot, Green Hydrogen policy- India aims to become the “Middle-East” for Green Hydrogen followed by what else is trending in markets & curated reads. 1. Market snapshot Like last week, this week too overall market fell by 1.4% and in last one…

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Metals 2022: Aluminium in a sweet spot

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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