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THE RESEARCH DESK
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Vegetable Prices and Start-up Valuations 🍅
There were two declines this week - unrelated, but yet good! Vegetable prices In April 2023, vegetable prices declined by 6.5% YoY,...
Rupeeting
May 14, 20232 min read


It’s a Stock-pickers Market 🍒
Global cues have been worsening, casting a shadow on the longevity of the rally seen in Indian markets recently. 1. The Fed raised rates...
Rupeeting
May 7, 20232 min read


What Chips Are Telling Us about Inflation 🍟
Remember that global chip shortage? It started in 2020 and went on for two whole years impacting anyone on the planet who used chips....
Rupeeting
Apr 30, 20232 min read


China Being Infosys 🔀
We’ve been positive in China since the beginning of 2023. The view was driven by simple reasoning. While the world is at risk of dipping...
Rupeeting
Apr 22, 20232 min read


Going from Negative to Neutral 🔺
At the beginning of this month, the RBI paused rate hikes after six consecutive times of raising rates - giving the markets a reason to...
Rupeeting
Apr 15, 20232 min read


Going Wrong 🙅♂️
For several weeks, our bet was that the RBI would hike rates in April. And, it didn’t!
Rupeeting
Apr 8, 20232 min read
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