Topical Update

Govt. to the Rescue In this week’s TOPICAL UPDATE, we’ll discuss why Vodafone Idea is struggling and how the new steps taken by the government will elevate its condition. We Indians love our internet. Whether it’s for work, entertainment, food, shopping, travel, or leisure activities like scrolling through reels (which is highly addictive and the bane […]

Simple frameworks to generate new investment ideas effectively In this week’s TOPICAL UPDATE, we’ll look at a couple of our Idea generation processes. We all know that a great investment can do wonders for your portfolio, and a bad one can have the exact opposite effect on it. So, it’s not just a wish but a necessity.

Concall Commentaries from Consumer facing Companies In this edition of TOPICAL Wednesday, let’s understand the reason behind high rural demand and what major companies are saying about it. In the past couple of months, have you felt the pinch of high prices when buying groceries or other essentials? Or did you wait for the festive season to take advantage

Insights for Investors from the 25-year journey of India’s flagship index In this edition of TOPICAL Wednesday, we’re diving deep into the NIFTY 50’s performance since its inception, drawing from an insightful whitepaper published by the National Stock Exchange (NSE) in July ’24. While the timing of this newsletter might seem late, we believe the compelling insights

Key insights shared by leading companies during the quarter In the competitive landscape of business, companies often respond to market demand and competition by adopting various strategies to maintain or regain their market share. When multiple companies within the same sector begin to act similarly, these actions can evolve into industry trends. This phenomenon is driven by the need to stay

Powered by Unsecured Lending In today’s edition of TOPICAL Wednesday, we will talk about the rising slippages in the BFSI sector. Many banks and NBFCs’ announced their results recently, and one concerning thing that was common across multiple results was rising slippages. Now, how did that happen? Well, let’s take a step back to understand the

An unpopular clean energy source that can satiate the surging power demand that is expected to emerge because of burgeoning Data Centers In today’s edition of TOPICAL Wednesday, we cover current events and explore how they might unfold in the near term. However, today’s topic is more long-term oriented. Today, we highlight the ongoing global

Here is some useful information In today’s edition of TOPICAL Wednesday, we will talk about  the current consumer spending trend in India. When we were hit by COVID, we became aware of many new phenomena like virus mutation, mRNA, self-isolation, PPE, asymptomatic cases, herd immunity, etc., which we wouldn’t have known if COVID hadn’t happened.

But Not All Deals Are Equal In today’s edition of TOPICAL Wednesday, we will talk about  the ongoing M&A activities across different markets in India. So, the Nifty and Sensex finally witnessed a correction of 3.24% and 3.33% respectively in the past 5 days (can you even call it a correction?) as foreign investors sold Indian stocks for the good old Chinese stocks. Whether

Foodtech Industry’s ultimate Duopoly In today’s edition of TOPICAL Wednesday, we will talk about Swiggy and how it is positioned against Zomato Ltd. I am not the first to observe that we are highly addicted to Swiggy and Zomato. While delivering food from restaurants to consumers’ destinations could be as old as the restaurant business itself, these modern