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Decent correction in recent Tech listings in India. We visited Motilal Oswal’s Wealth Creation Study in Digital Era - and sharing ket learnings & success traits, learnings from gl...
QSR chain market has been the largest contributor in terms of profitability to the overall Indian food services sector & has been growing at a flourishing 18% CAGR compared to 8% C...
Imagine leaving a high-flying career in US and returning to India to build software. In the 90s. Building digital maps for a complicated nation when no one uses them. Competing wit...
CLSA Global has published a big sell report on Indian equities - "On borrowed time. Ten reasons to book profits on India." The report has been published by their Chief Equity strat...
There are over 60+ upcoming IPOs over the next one month. Brief details on each company in thread🧵below. Retweet ones you are excited about! Comment for more details. 1/n 👇 https...
In a recent interview with Udayan Mukherjee, the big bull Rakesh Jhunjhunwala made an interesting bold statement - "I think nobody has read the Electricity (Amendment) Bill. Once i...
Last two years have been quite a ride for investors. Here are some of the craziest stories of this bull market👇
Happy Saturday morning!☕️ This week's newsletter covers these topics: 1⃣ Market snapshot for the week 2⃣ How telecom companies are responding to reforms 3⃣ We explain the FED eve...
India in 2030 - how will the Indian economy look, say 10 years from now? A thread🧵looking at key parameters based on our reading across reports. Retweet to make more people read...
Breaking Investment Stereotypes - a quick capsule📌 of our 🎙️ with Saurabh Mukherjea (@MarcellusInvest). We know this cannot capture all we learnt from the hour long discussion -...
Are we back to where we were in 2003 and nearing a Capex cycle? A data thread🧵 1/n
The Union Cabinet is expected to approve the Production Linked Incentive (PLI) Scheme for Textiles sector of Rs 10,683 crores tomorrow. A short 🧵on Himatsingka Seide, which operat...