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Month: June 2020

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Bharti Airtel: Phoenix Rising From The Ashes

This Premium article has now been unlocked for free access The Indian telecom sector is entering a phase of tariff discipline which along with paradigm shift ...
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Arbitrage Funds: You Don’t Want to be the Elephant in the Room

This analysis in this post was subsequently referenced in a 2nd July Business Standard article: “Rising shares of arbitrage funds in futures segment ...
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How to think about Asset Allocation in India – Part 2

Part 1 of this two-part Asset Allocation post used a simple equal-allocation strategy over four available assets to make the case for asset allocation ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

In continuation to our coverage of results for our portfolio companies, we cover two consumer facing businesses in this post. Consumer facing businesses will ...
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Can Vodafone Idea Survive Even With A Favourable AGR Case Outcome

The verdict of a 15-year-old legal battle between India’s mobile operators and the Government of India, has raised serious concerns around the survival of ...
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Prepping for the Build | The making of a Trend Following Strategy

"Data! data! data! he cried impatiently. I can't make bricks without clay." ― Arthur Conan Doyle, The Adventure of the Copper Beeches   This is the ...
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Axis Bank: One right step at a time

For better or worse, banks take centre-stage during testing times. Times like now separate the wheat from the chaff. Today we look at Axis bank – which ...
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Q4FY20 Earnings Report: Results in the Long Term MultiCap Portfolio

The 2W industry is at an interesting juncture. Personal mobility is one of the drivers for 2W sales going ahead. In addition, the expectation of good monsoons ...
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Q4FY20 Earnings Report: Performance Of City Gas Distributors

Gujarat Gas’ total volumes grew 55 percent compared to last year, aided by higher demand from ceramic companies in Gujarat, moving from coal-based to ...
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How Reliance Plans To Get “Net Debt Free”

Reliance Industries Ltd.’s focus on reducing debt in times of uncertainty has led to a re-rating in the share prices. It has announced multiple transactions ...
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