Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will discuss the ongoing troubles of Gensol Engineering. Today’s newsletter needs no introduction, right? The meltdown of Gensol Engineering—a company once considered the poster child of the “sunrise” industry and hailed as “one of the biggest wealth creators”—has shocked the market. Last week, SEBI released […]
Gensol Meltdown: When the Music Stop Read More »
Top learnings from HM’s latest memo, Nobody Know (Yet Again) This week on LEARNING OF THE WEEK, like few others in the past is inspired by the latest Memo of Howard Marks, Nobody Knows (Yet Again). Investing wisdom imparted by Mr Marks has in many ways shaped our own approach to investing. In this memo,
Learnings from Howard Mark’s Latest Memo Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will cover Ecom Express acquisition by Delhivery. On 5th April, Delhivery, India’s logistics giant, surprised everyone by announcing the acquisition of its biggest competitor, Ecom Express. The acquisition received mixed to negative reactions, as it reiterated the harsh reality that logistics is a difficult business
The Last Mile Just Got Shorter: Lessons from Delhivery’s Market Grab Read More »
This week on LEARNING OF THE WEEK, we explore the rise of India’s live concert scene and how it’s driving the growth of the experience economy in the country. The BOOM of Concerts in India The concert culture in India is thriving. Global icons like Coldplay, Ed Sheeran, and Shawn Mendes have drawn massive crowds,
The Experience Economy in India: inside the Rise of India’s Live Concert scene Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will try to understand the new US tariff that are expected to be imposed tomorrow. Unless you’ve been living under a rock, you’ve probably heard about the new tariffs announced by President Trump on April 2, 2025. These measures unveiled a list of countries now
Trump’s New Tariffs: A Global Trade Shakeup Read More »
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
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we explore key trends in India’s deeptech sectors and how our country is making its mark in these highly advanced industries. Negativity surrounding the Indian economy continues to intensify, as evidenced by a sharp decline in Indian stock indices- This drop underscores concerns about GDP growth,
The India of tomorrow: evolving trends in space, nuclear and semiconductor sectors Read More »
This week on LEARNING OF THE WEEK, we will understand the business of fantasy sports and its evolution in India. As the 2025 IPL season has kicked off, millions of Indians are not just watching cricket, they’re actively participating through fantasy gaming platforms. In a country where cricket transcends sport to become a religion, fantasy
From Stadiums to smartphones: IPL’s role in fantasy sports boom Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we delve into the changing dynamics of the fast-moving consumer goods (FMCG) sector of India. The Indian FMCG landscape is undergoing a seismic shift driven by shifting consumer preferences and fierce competition. From pricing wars to billion-dollar acquisitions, the sector is redefining how companies compete,
The FMCG Revolution: Local disruptors, Global giants and Bold moves Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we delve into the transformative power of India’s demographic dividend. Discover how this phenomenon has propelled developed nations forward and explore the strategic opportunities that await India as it positions itself to harness this demographic advantage. Dive in for compelling insights that reveal the potential for growth
India’s Youthful Advantage: A Path to Economic Prosperity Read More »
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