Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will try to understand the tariffs that may be imposed by the USA on India. Since President Donald Trump’s victory in the U.S. election of November 2024, the world has anticipated significant changes in geopolitics and trade relations—two of the key themes of his campaign. Given […]
USA Tariff On India: Not That Bad Read More »
In this edition of LEARNING OF THE WEEK, we will cover the investment philosophy of Mr. Hiren Ved. “Today, the challenge is to adapt. We all have cobwebs in our heads, and we think this won’t work or that won’t work. How we refrain from insanity, and still evolve as an investor, is the next big leap”. –
7 learnings from Mr. Hiren Ved Read More »
Insights from Sankaran Naren Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we unpack the buzz created by Mr. Sankaran Naren’s thought-provoking remarks at the IFA Galaxy 2025 conference. His insights have left investors rethinking their strategies. So, is it time to recalibrate your portfolio? Let’s dive in! In the world of investing, where fortunes
The Market Wake-Up Call Read More »
Insights from the Plant Visit and Management meet This week on LEARNING OF THE WEEK, we’re sharing some insights from our recent plant visits and management meet with India’s only listed elevator company. India is rising, both literally and figuratively. As cities expand and skylines evolve, elevators have become more than just a convenience; they
Plant Visit: Inside India’s Only Listed Elevator Company Read More »
More Spending, Less Savings Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will talk about the government’s focus on stimulating the Indian economy. Dear readers, before we dive into today’s topic, let me ask you this: how are you really doing? I ask this sincerely because, wow, what a rollercoaster this February has been so
Observing the GoI’s Last few years Budget Trend Read More »
Insights from the THREE Plant Visits and Management Interactions In this edition of LEARNING OF THE WEEK, we’ll discuss some interesting insights on the brass industry from our plant visits and management interactions with brass recycling companies in Jamnagar, India’s “Brass City.” The importance of Jamnagar To explore the brass industry, we visited Jamnagar, Gujarat, known as the “Brass City of India” and
Plant Visit – Brass Recyclers (Jamnagar) Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will talk about the changing focus of the Indian electronics sector. Electronics manufacturing has historically been a catalyst for economic transformation in nations aspiring to achieve high-income status. After World War II, the United States pioneered this journey with innovations like the transistor and the rise of Silicon Valley. Japan followed in
The Electronic Manufacturing Landscape of India is Changing Read More »
Insights from the Plant Visit and Management Interaction In this edition of LEARNING OF THE WEEK, we’ll discuss some interesting insights that we gained from the plant visit and management interaction of Veerhealth Care Ltd. The beauty and wellness industry is undergoing a dynamic transformation as we head into 2025, characterized by a growing emphasis on natural ingredients, personalization, and sustainability.
Veerhealth Care Ltd. Read More »
Understanding the major changes in the Indian Film Industry Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we’re diving into the seismic shifts in Indian cinema. From Bollywood’s struggles to regional cinema’s rise and the OTT revolution, let’s explore how 2024 has reshaped the entertainment landscape! let’s turn the clock back to the early 1900s. A man,
2024 – A Defining year for Bollywood Read More »
All you need to know about market euphoria and principles that can help you dodge the pain that comes after it ends In this edition of LEARNING OF THE WEEK, we’re unpacking the dynamics of investing bubbles, exploring why certain stocks trade at sky-high P/E ratios, and sharing timeless principles to help you navigate market euphoria with confidence. Our discussion draws
Talking About Market Euphoria and Bubbles Read More »
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