A Global Wake-Up Call and India’s Path Forward Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we dive into one of the most critical, and underappreciated geopolitical choke points: Rare Earth Metals. We’ll explore how China came to dominate this strategic sector, why the world is finally waking up, and what it means for […]
China’s Rare Earth Monopoly Read More »
Key Steps Involved in Bringing Semiconductors to Life This is the second edition of our semiconductor newsletter series. Last week, we traced the fascinating origins of semiconductors, from the invention of the first transistor to the rise of pioneers like Shockley, Fairchild, and the Traitorous Eight who laid the foundation of the invisible engine that runs our electronic
Understanding The Semiconductor Value Chain Read More »
The defining industry shifts and key management takeaways Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we’re covering the key trends in Q4FY25 across sectors and insights from management. The Q4 FY25 earnings season is wrapping up, and the good news is, most sectors are reporting positive results! This momentum clearly contributed to India’s
Made in India a journey to uncover the stories behind some of the most remarkable companies in our country—stories that often go untold. Why we started this podcast? We believe that many incredible Indian businesses don’t get the spotlight they deserve. Therefore, in each episode, we explore the unique nuances of different businesses, sharing insights
The invisible engine powering every electronic item that we see around Today, we’re diving into a product that barely got any attention until the world ran out of it. When COVID hit, its sudden shortage didn’t just raise eyebrows but brought factories across industries to a screeching halt. You’ve probably guessed it by now: we’re talking
History & evolution of semiconductors Read More »
Why Indian Startups are coming back home Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will dive into a powerful shift happening in India’s startup landscape and will explore why some of India’s biggest startups are coming back home. In May 2025, Razorpay, one of India’s leading fintech players, made waves by relocating
Navigating a New Era of Fixed Income Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will try to make sense of what is happening in the global bond market. Forget the flashing lights of the stock market for a moment. The usually predictable, some might even say staid, world of bonds is currently undergoing a
The Bond Market’s Great Unsettling Read More »
Why everyone from doctors to investors is excited about this treatment? In this edition of LEARNING OF THE WEEK, In today’s newsletter, we dive into the GLP-1 buzz, why doctors, patients, and even investors are all talking about this game-changing treatment. From Hollywood to Silicon Valley, from doctors’ clinics to dinner table chats, GLP-1 is the hot
Inside the GLP-1 frenzy Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we highlight the facts and figures of recently signed Free Trade Agreement (FTA) between India and the United Kingdom (UK). In a world where protectionist sentiments are rising, India seems to be charting a different course, one that’s outward-looking and ambitious. Whether it’s the Middle East,
A new chapter – India-UK Free Trade Agreement signed Read More »
In this edition of LEARNING OF THE WEEK, we will cover the investment philosophy of Mr. Jatin Khemani “In small & micro caps, entry during a bull market is easy & smooth, however, there is no exit in a bear market as volumes dry up or exit has to be at a huge impact cost. This is like
9 learnings from Mr. Jatin Khemani Read More »
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