If you’ve been following the news lately, Bajaj Finserv and Zerodha have recently got in-principle approval by SEBI to set up their AMC’s to launch mutual funds. So what does a mutual fund do? How does an AMC...
It had been an exhausting affair as the Q4 earnings season got completed. Before we were done covering insights from the Q4FY21 earnings call of Sequent Scientific, (a company we have covered earlier in the Beta to Alpha series)...
Everyone is waiting for a crash to happen. Whether it is the prices of petrol, Zomato’s valuation in the IPO or for that matter the Indian equities market – everything seems expensive. Let’s first start...
If you’ve seen Sully, you will probably get this reference. If you haven’t, here’s a short anecdote without revealing to you any spoilers. Captain Sully was an experienced american pilot who realized...
Hello everyone! Typically I try and ensure that this newsletter reaches you every Sunday morning, but once again we are here. This week, I found interesting insights from a massive reading of almost 200 newspapers! Yeah...
Is this the return of the prodigal son? Aditya Puri, a name that is synonymous with Indian banking is now with one of the biggest PE players in the world – The Carlyle group. So, what about him? Well, for...
Hi Everyone! This newsletter has been evolving ever since I started writing this almost 37 weeks back. This week, I came across two interesting things related to the media space. Video killed the radio star For...
I came across three things this week and all of them made me ask a very similar question to myself. How much is too much? Let’s start with the first one. DHFL. Between Monday and Tuesday of the week that went...
While we have kept seeing a slew of policy initiatives being announced for quite some time now, this week I came across three interesting finds that seem to be just pushing the envelope. Number One. While doing my deep...
In a dramatic turn, last week the Indian equity markets had a sharp rise. Both the benchmark indices – Nifty and Bank Nifty closed at record high levels compared to the sideways trend that has been going on for quite a few...
