ZOMATO IPO

Zomato offers services such as ordering food delivery, table reservation for dine-outs to the customers while for restaurants it offers efficient last-mile delivery services along with high-quality ingredients through Hyperpure. It has presence across 525 cities in India with 389,932 active restaurant listings out of which 148,384 active food delivery restaurants apart from 169,802 active […]

READMORE

REAR GLASSES – JULY 2021

Published on 1st July 2021 Globally, the newsmakers for the previous month were – stance of US Fed to raise the policy rates earlier than expected, tightening of the crude oil due to increasing demand from US, EU along with Asia as the 2nd wave passed over, approx. 130 countries signing for Minimum Global Tax […]

READMORE

REAR GLASSES

(Review of Economic & Investment Activities)  May 2021 Globally, the robust economic activities have been recorded as the developed nations passed the 2nd wave of infections which can be seen from the PMI index (which is an indicator of business activities both in manufacturing & services sector- index above 50 showing expansion in business activities as […]

READMORE

WHAT IS ABATING THE FEAR OF UNKNOWN

Published on – 06-June-2020 The equity markets around the world have rallied in last couple of weeks including India; defying all the damage to the underlying economic activity across geographies in the wake of COVID 19 pandemic led lockdown. We here, in this paper, are trying to infer the reason of this rally as Dow […]

READMORE

What All That is GILT is GOLD

Published on – 22-April-2020 In our previous notes, we have mentioned that we are positive on the long duration debt funds primarily holding long dated government securities and PSU Bonds only. Our belief is further strengthened by following developments – A fear of extended recession after COVID 19 pandemic and central banks around the world […]

READMORE

Corporate Bond Funds – How Attractive the Opportunity Is?

Published on – 29-March-2020 The Covid-19 pandemic has made a wide spread disruption in all segments of financial markets. In past few weeks there has been a huge amount of FII selling seen in debt markets along with equities. RBI could intervene in Forex and GSec segments of the markets but not in Corporate Debt […]

READMORE

Macro Outlook – Market Turmoil 2020.

Published on 19th March, 2020. Are you surprised by the immediate Sharpe correction taking place in equities around the World, well surprise was already there since last couple of years.. Equities in US had a dream bull run, defying all logics and fundamentals for a prolonged period of time. COVID-19 is certainly a huge trigger. […]

READMORE

Behavioral Biases in Investing (Part 1/4)

Published on Feb 24, 2020. Investors often find Markets & Stock prices are irrational i.e. Sometimes they are cheap and they remain cheap for a prolonged period of time, so sometimes they are expensive and keep getting expensive while all fundamentals say they should correct, but they don’t. There is no answer of this question […]

READMORE

Budget 2020 – A Silent Boost to Consumption

Published on Feb 12, 2020. The budget 2020 can be called a budget with the mammoth expectations for the Economy, Markets & Investors.  The second lengthiest budget speech by Finance Minister though has left many disappointed. We are here interested to make out how this Budget is going to impact markets for next one year […]

READMORE