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 »
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
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 »
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 »
List of companies with robust quarterly performance and promising future prospects. Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we highlight companies that showed strong growth in Q4 FY25 and positive forward-looking outlook. We’re now halfway through the Q4 FY25 earnings season, and so far, several companies have reported healthy numbers despite a complex macro backdrop. While
Mid Season Report card Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we examine the Supreme Court’s recent verdict reversing JSW’s acquisition of Bhushan Power & Steel Ltd. The JSW Steel’s acquisition of Bhushan Power and Steel Ltd. (BPSL) has been considered one of the big wins of India’s Insolvency and Bankruptcy Code that was introduced in 2016
JSW’s Bhushan Acquisition Invalidated: A Landmark Verdict Explained Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we explore how Ather Energy is charging up India’s EV market ahead of its much-anticipated IPO. India’s electric vehicle revolution didn’t spark to life overnight-it took a pair of IIT graduates, a garage, and a relentless drive to reimagine mobility. Ather Energy, founded in 2013 by
Ather Energy IPO: Charging ahead in India’s EV revolution Read More »
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 »
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 »
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