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 […]
Rapido Eyes the Plate: Will Its Next Stop Be Your Doorstep? Read More »
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 »
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 »
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 »
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 »
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 »
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 »
SEBI Registered Research Analyst
SEBI Registration No: INH000013712
BASL Membership ID: 5922
Bastion CORE is an independent equity research platform providing unbiased equity research to its subscribers. We do not recommend investing in any company covered and published by us as a part of our research activity to run Bastion CORE. The subscriber is solely responsible for all investment and financial decisions he takes and is requested to conduct due diligence himself/herself or consult his/her financial advisor before taking any action. Please note that Bastion Research takes no responsibility for the financial impact created due to the decision taken by the subscriber. If one is unwilling to accept the above-mentioned facts, we request them to not subscribe to Bastion CORE.Â
Investment in Securities Market are subject to market risks. Read all related documents carefully before investing. The securities quoted are for illustration only and are not recommendatory. Registration granted by SEBI, membership of a SEBI recognized supervisory body (if any) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
Copyright © 2024 Bastion Research
