Hello, this week we discuss the big meeting between the Rakesh Jhunjhunwala and ministries, explain the key developments in the RBI policy meet, key new developments for the power sector and how this impacts IEX, share our three favorite charts of the week, company updates and some curated reads. Happy…
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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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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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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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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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In current edition of our weekly newsletter we assess half-yearly market performance, explain why Value Investing is not really dead, summarize the Financial Stability Report released by RBI, share why Thermal power is not fading away anytime soon and tell you about Jefferies first India long-only equity portfolio. If you…
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