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No Room for Error? ❌
The Indian markets have been trading at premium valuations given India’s structural growth story, long term fiscal boost, growing...

Sagar Lele
Aug 14, 20232 min read


Jagsonpal Pharma: Period Pills and Private Equity 🩺
You know that ‘time of the month’ for women, which has all sorts of verbal and non-verbal codenames? Yes, menstrual cycles. These...

Sagar Lele
Aug 7, 20237 min read


Ratings That Don’t Matter 💯
You’ve probably heard about America’s rating downgrade from AAA to AA+, last week. But did you know this isn’t the first time this is...

Sagar Lele
Aug 7, 20232 min read


Praj Industries: Fuelling The Future ⛽
Picture this: it is the early 2000s and you’re on a plane that’s about to take off, but just before you do, the cabin crew makes the...

Aayush Abraham
Jul 31, 20237 min read


Looks like It’s Going to Be Soft 🍌
No, that’s not what she said. It’s what the street is saying in the US right now. The Fed raised rates last week by 25 bps, after a...

Sagar Lele
Jul 31, 20232 min read


Radico Khaitan: Magical Moments and Price Tags 🍸
When we sat to research the topic for this week, we fondly reminisced the times when we’d visit the theatres or sit together and watch a...
Rupeeting
Jul 24, 20235 min read
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