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 »
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we will try to understand the new US tariff that are expected to be imposed tomorrow. Unless you’ve been living under a rock, you’ve probably heard about the new tariffs announced by President Trump on April 2, 2025. These measures unveiled a list of countries now
Trump’s New Tariffs: A Global Trade Shakeup Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! Today, we explore key trends in India’s deeptech sectors and how our country is making its mark in these highly advanced industries. Negativity surrounding the Indian economy continues to intensify, as evidenced by a sharp decline in Indian stock indices- This drop underscores concerns about GDP growth,
The India of tomorrow: evolving trends in space, nuclear and semiconductor sectors Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we delve into the changing dynamics of the fast-moving consumer goods (FMCG) sector of India. The Indian FMCG landscape is undergoing a seismic shift driven by shifting consumer preferences and fierce competition. From pricing wars to billion-dollar acquisitions, the sector is redefining how companies compete,
The FMCG Revolution: Local disruptors, Global giants and Bold moves Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we delve into the transformative power of India’s demographic dividend. Discover how this phenomenon has propelled developed nations forward and explore the strategic opportunities that await India as it positions itself to harness this demographic advantage. Dive in for compelling insights that reveal the potential for growth
India’s Youthful Advantage: A Path to Economic Prosperity Read More »
A Rs. 1,580 crore “oopsie” Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will try to understand the recent mess that came out of Induslnd bank. I think some you were already expecting it. So here we go… IndusInd Bank, the fifth-largest private bank in India, somehow managed to “misplace” ~Rs. 1,580 crore through accounting
Induslnd Bank Fiasco Simplified Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will discuss Ultratech Cement’s (Birla Group Company) bold move to diversify into the wires and cables (W&C) business. UltraTech Cement, a flagship company of the Aditya Birla Group, has made a bold leap into the wires and cables sector, signaling a strategic diversification beyond its cement
Ultratech Cement Forays into Wires & Cables Read More »
Welcome to this week’s edition of TOPICAL WEDNESDAY! This week, we will discuss the journey of KG-98/2 block on Krishna Godavari Basin. India’s reliance on imported oil continues to weigh heavily on the economy. Between February 2024 and January 2025, India spent ~€49 Bn (~Rs. 4.4 lakh crore) on oil imports from Russia alone. With 88% of crude oil and 50% of natural gas needs
The curious case of KG-DWN-98/2: The long struggle of a PSU Read More »
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 »
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