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 »
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
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 »
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
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 »
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 »
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we cover the major deals across the Indian healthcare sector. The Indian healthcare sector continues to heat up, with a surge in new product launches, mergers & acquisitions, and corporate spin-offs. Why wouldn’t it? The market is enormous and growing rapidly. Even with this rise in activity
Healthcare on the Move: Consolidation, Competition, and Capital are all on the rise Read More »
From PC Dominance to Smartphone Silence, & now, an all-in bet on reinvention Continuing with our Semiconductor Series, today’s story is about the rise, fall, and ongoing reinvention of a company that once defined the semiconductor era, a pioneer that lost its way but is now mounting an audacious comeback. You’ve probably guessed it already. Today,
The Intel Story: From Silicon King to Underdog Read More »
Sambhv Steel’s IPO Unwrapped The importance of steel in any economy cannot be overstated. It’s one of the most fundamental sectors underpinning national development. In India’s case, its role becomes even more critical as the country accelerates growth through large-scale government spending in infrastructure and real estate. Steel, being central to this momentum, is poised
Sambhv Steel IPO – Pipes to Profits Read More »
Companies that work in the Background to bring Semiconductors to Life This the THIRD edition of our semiconductor newsletter series. In the FIRST edition, we journeyed through the fascinating history of semiconductors, from the invention of the first transistor to the rise of industry pioneers. The SECOND edition took us through the intricate value chain of semiconductor manufacturing, uncovering how a chip goes from
Key Players in The Semiconductor Value Chain Read More »
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