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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 as a ...
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Q4FY20 Earnings Report: Marico

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 ...
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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: Hero Motocorp

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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