Topical Update

The Next Growth Sector In this newsletter, we will talk about the Indian shipping sector. Shipbuilding is one of the world’s oldest trades, serving as the sole means of connecting distant regions for centuries. From cities to empires, ships were essential for expanding horizons.The use of ships followed a pattern: In ancient times, as nations and […]

The Kid Is All Grown Up In today’s edition of TOPICAL Wednesday, we will talk about  the ongoing Bajaj Housing IPO which will close today. Bajaj Housing Finance Limited (BHFL) is, as the name suggests, in the business of providing housing-related loans. It is considered a non-deposit-taking Housing Finance Company (HFC) and is engaged in

Simple frameworks to generate new investment ideas effectively In today’s edition of TOPICAL Wednesday, we’ll look at a couple of our Idea generation processes. At Bastion Research, we believe idea generation should be done using a well-structured process. Today, we are thrilled to share a couple of simple frameworks that fuel our new idea kitty. Framework

SME IPO Frenzy In today’s edition of TOPICAL Wednesday, we’ll try to understand the current SME IPO market which has baffled a lot of people. By now, we all have heard or read about the craze surrounding SME IPOs. If you haven’t, let me bring you up to speed. There is an ongoing outrage about

It wants a bigger slice of India’s PC market In this newsletter, we will talk about the the part of Apple’s plan to grow its business in India. Unlike most discussions regarding Apple’s growth plans, this one will not revolve around its iconic iPhones. The center stage for today’s discussion will be taken by what’s cooking

JPY Appreciation In this newsletter, we will talk about the the events that led to Monday’s global market decline. We all know and appreciate that markets have their ups and downs. It’s just the nature of the game, and we accept that volatility is part of the deal. Despite acknowledging this fact, it is natural to

In this newsletter, we will talk about the  meteoric rise of Ola and how it went on to dominate the Indian E2W market. Buckle Up, this is going to be a joyride. But before we get going, first things first! Now let’s move on to the main topic Early Adopters of EV in India Electric vehicles

In this newsletter, we will talk about the world of IT Consultancy and Global Capability Centers (GCCs) with the management of S.A. Technologies. A side note, we recently covered India’s GCC landscape in one of our previous newsletters. To read the same, click on the button below. We’re thrilled to share the latest episode of our podcast

The Global Accent of Indian Single Malts In this newsletter, we will talk about the whiskey market in India and what are the current trends that are shaping up the industry for future growth.. If there’s one thing we can all agree on, it’s that Indians have a deep love for whiskey. Whether it’s unwinding

Exiting bottling in India to focus on what matters Today we will dive into the fascinating journey of Coca-Cola. We’ll look at the key moves that propelled it to global fame and why it’s now stepping away from its bottling business. Yes, you heard that right. Coca-Cola is exiting the bottling venture. Let’s break it