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Can India’s IT Sector Stay on the Map? The code that no longer works!

Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we examine the sharp slowdown in India’s IT hiring cycle and what it signals for the industry’s next phase. Over the past two decades, India’s IT sector has been synonymous with stability. Predictable hiring cycles, mass campus placements, and consistent double-digit growth became the norm. […]

Can India’s IT Sector Stay on the Map? The code that no longer works! Read More »

Press Play, Who Gets Paid?: India’s Streaming Obsession is Booming, the profits? not so much

Think of your favourite song. It probably took just three minutes to enjoy, but behind it lies an intricate web of studios, rights, streaming deals, royalties, and boardroom battles. If you look from a businessman’s lens, the Indian music industry isn’t just about melodies and moods. In this edition, we break down the whole value

Press Play, Who Gets Paid?: India’s Streaming Obsession is Booming, the profits? not so much Read More »

Rapido Eyes the Plate: Will Its Next Stop Be Your Doorstep?

Welcome to this week’s edition of TOPICAL WEDNESAY! Today, we’re diving into how Rapido has shaken up the traditional cab aggregator model dominated by Ola and Uber and how they’re now gearing up to replicate that same disruptive playbook in the food delivery space. Get ready to explore how a nimble, two-wheeled underdog is taking

Rapido Eyes the Plate: Will Its Next Stop Be Your Doorstep? Read More »

india’s leap into the semiconductor future: gradually getting ready, one chip at a time

We’re now on Part 8 of our Semiconductor Series, at the last step before wrapping it up. Today, we will discuss India’s efforts in the global semiconductor value chain. For decades, India has watched from the sidelines as Taiwan, South Korea, and the U.S. have turned silicon into a source of sovereignty. But now, a

india’s leap into the semiconductor future: gradually getting ready, one chip at a time Read More »

Fixing Laptops and a Debt Problem: GNG’s IPO Story

Welcome to this week’s edition of TOPICAL WEDNESAY! Today, we will explore the business model of GNG Electronics, aka Electronic Bazaar, whose IPO is open for subscription starting today. From Origins to a Refurbishing Vision Back in 2006, GNG Electronics began as a small Mumbai-based company operating out of Lamington Road, ground zero for India’s

Fixing Laptops and a Debt Problem: GNG’s IPO Story Read More »

Fabless, Fearless, and Worth Billions: The MOST VALUABLE companies in the semiconductor value chain

We’re now in Part 7 of our Semiconductor Series, just one step away from wrapping it up. Today, we shift focus to the real market darlings, the companies that command the highest valuations in the semiconductor world. If you’re still guessing who these might be, we won’t keep you hanging. This edition is all about

Fabless, Fearless, and Worth Billions: The MOST VALUABLE companies in the semiconductor value chain Read More »

Understanding Viceroy’s 95-Page Deep Dive on Vedanta

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we’re diving into Viceroy Research’s blunt takedown of Vedanta, accusing the group of bleeding its own businesses to keep a debt-heavy parent company alive. In a scathing 95-page report, the short-seller compared Vedanta Resources to a parasite, accused it of looting its own subsidiaries, and suggested

Understanding Viceroy’s 95-Page Deep Dive on Vedanta Read More »

Advanced RISC Machines (ARM): The Company that Established the Blueprint of Portable Modern Computing

This is the 6th part of our Semiconductor Series. Last Saturday, we talked about TSMC and how it took the leadership from Intel in terms of manufacturing excellence pertaining to semiconductors. Today, we are going to talk about another company which took the leadership from Intel when it comes to designing chips that perform at low power. But

Advanced RISC Machines (ARM): The Company that Established the Blueprint of Portable Modern Computing Read More »

Unlocking the Jane Street episode: The full breakdown

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will cover a topic that’s been at the center of market chatter lately, SEBI’s crackdown on Jane Street. The recent SEBI action against Jane Street has stirred debates not just about derivative markets, but about how far smart money can stretch the rules before it snaps

Unlocking the Jane Street episode: The full breakdown Read More »

TSMC: From a Radical Idea to a Global Semiconductor Titan

This is the 5th part of our Semiconductor Series. Today, we will cover how TSMC dominated the entire semiconductor market and became the PLAYER that manufacture the majority of semiconductor chips globally. But first, a quick recap of our journey so far: Semiconductor Series Letter 1: History of the Semiconductor Industry Semiconductor Series Letter 2:

TSMC: From a Radical Idea to a Global Semiconductor Titan Read More »

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