Topical Update

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

Made for Renewable Energy In this newsletter, we will talk about the the upcoming NTPC Green Energy IPO In the vibrant landscape of India’s energy sector, demand is soaring like never before. This surge is fueled by the country’s rapid industrial growth, extreme weather conditions such as heatwaves, the widespread use of household appliances, and the increasing adoption

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