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Inside the Box – Components that Power BESS

Welcome to this edition of Learning of the Week. This is the second edition of our BESS newsletter series. Last time, we traced the battery’s journey from a pocket-sized invention to a grid-scale game changer. This week, we’re getting under the hood and will discuss the following: 1. Components that make up BESS? 2. How a […]

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WeWork India’s IPO: Rising from the Ashes of a $49B Meltdown

Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we’re unpacking WeWork India’s IPO, a surprising twist for a brand whose global parent flamed out in spectacular fashion. Once valued at $49 billion, WeWork became the poster child of unchecked ambition, lavish spending, and corporate chaos. After its failed IPO in 2019 and eventual bankruptcy

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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.

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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

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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

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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

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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

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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

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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

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