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Multipie Weekly #16: Curated reads for investors

Hello, this week we covered how telecom companies are responding to reforms and have interpreted “the Fed-meet with our view on that”, along with some curated reads. Happy reading! 1. Market snapshot – Sensex over 60,000; Nifty near 18,000 Market cheered the move of Sensex into the 60s and now…

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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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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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