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General
10-Dec: FPIs Sell Hard, Sector Rotation in 2023, Godfrey Phillips is Outlier & More
Quick glance 🔆 Market Overview: Crisp overview of markets & macros 🔆 Off the Charts: FPI sell hard in 2022, but we still hit ATH 🔆 Good Reads: 5 ...
Deepak's Memos
Wealth Letter Dec 2022: Back to All Time Highs
What a rebound the markets have seen. The Nifty has run away considerably in the last few months, with a double digit return on a one year basis. ...
Charts & Analysis
Should you invest at market highs?
Between July 1999 and Nov 2022, the Nifty closed at a high on 713 days out of 5,833 days, roughly 12% of all trading days. And since markets have been ...
Stocks
Which is the best REIT in India?
REITs, a relatively new asset class to Indian investors had seen a huge interest in the last 3Y. Despite the huge popularity, REITs' performance is below par. ...
General
🔆 03-Dec: Honda Power, GDP Update & More
🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What stock: Honda ...
Opinion
Podcast: LIC’s Uncommon Profit and The HDFC Twins
In this episode, Deepak & Shray break from the trend of the 50,000 feet views and do something different. Rather than zooming out, we zoom in. We discuss two ...
General
26-Nov: Nifty hits ATH, KPIT Tech Finds Momentum, YouTube Show & More
🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What’s that ...
Opinion
What Cathie Wood gets right
So, Cathie Wood, in a recent Bloomberg interview, predicted Bitcoin will be $1 Million by 2030. For reference, as of writing, BTC is $16.5k. So, about a ...
General
19-Nov: FTX scandal, Railway stocks, Prataap snacks & More
🔆 Quick glance What’s up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What’s that ...
Commentary
How India transports goods is changing
With initiatives like Dedicated Freight Corridor for rail freight, Sagarmala for coastal, Bharatmala for road, the way India moves freight is changing, and ...
