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How Far Should You Worry about Rate Hikes in the US? 😓
All events last week further solidified the idea of more rate hikes in the US. The Israel-Palestine conflict Hamas fired thousands of...

Sagar Lele
Oct 15, 20232 min read


Will Higher Bond Yields Take Markets Lower? 🔫
Last week, the RBI kept rates unchanged at 6.5%, for the fourth consecutive time. However, at the same time, the RBI said it may consider...

Sagar Lele
Oct 8, 20232 min read


XPro - Insulating Electronics and Portfolios ⚡
Random start, but have you noticed how the grip of a screwdriver is always made of plastic? Or remember being told to wear rubber...

Naman Jain
Oct 8, 20235 min read


American Drama, Yet Again 🗽
Remember the time earlier this year, when the US debt ceiling was making headlines? If not, here’s a refresher - Kicking the Can Further...

Sagar Lele
Oct 1, 20232 min read


IDFC - Tale of Two Mergers
With its share price having doubled over the last year, IDFC First Bank is now amongst India’s top 10 most valued bank, by market cap....

Naman Jain
Sep 29, 20237 min read


What’s Fuelling Oil Prices? 🛢️
The price of crude oil has increased from US$ 73 in mid-June to just over US$ 94. Now every time this happens, alarm bells ring louder...

Sagar Lele
Sep 24, 20232 min read
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