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Stocks

Will funds squeeze hurt Vi’s 5G prospects?

With the 5G spectrum auctions round the corner, Reliance Jio and Bharti Airtel look set to make strong bids. Can Vi mount a worthy challenge or will it end up ...
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CM Strategy

Momentum Factsheet June 2022: Duck and weave

For the broader markets, June turned out to be the worst month so far in 2022. The median stock was down almost 6%, and the NIFTY TRI was down 4.7%, the third ...
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General

Newsletter: Gold as an Investment, Yale Model of Investing, Buying water Businesess & More

. 🔆 Gold: Is gold still an efficient investment option? 🔆 Framework: Yale model of investing 🔆 Commodities: Water as an investment 🔆 Personal ...
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Mutual Funds

The best Midcap and Smallcap Funds in 2022

That midcaps and small caps perform better than large caps when times are good and, on the flipside, struggle more in challenging market conditions is well ...
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Opinion

Podcast: Is it a good time to invest in gold?

🎙New Podcast In this episode, Deepak and Shray unravel different aspects related to investing in gold.  Gold has been around as a store of value for ...
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Stocks

Jubilant Foodworks: A turnaround sequel on the cards?

2017: The CEO had resigned. The stock had fallen 50%. Investors were worried about growth prospects. Historically, the promoters had relied on professional ...
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Economy

Following a Drunken Man: When Macros Overwhelm Markets

Here's where we explore the macro, which looks very good in India despite all these rate hikes. And how things will get worse before they get better. Why you ...
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General

Newsletter: Funny money, Inside the eye of storm, Understanding inflation & More

. 🔆 Money Hack: Funny money to protect your lunch money 🔆 Learnings: Lessons on inflation, from the past 🔆 Fundamentals: What does it take to ...
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Opinion

Is RBL Bank safe?

From the asset quality concerns to the management crisis, RBL Bank had seen it all in the last 6 months. The stock is down (-88%) from its all-time high and ...
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Mutual Funds

The best Flexicap Equity Mutual Funds in 2022

Multicap, Focused, and Flexicap Funds have reasonable discretion when investing in their AUM. So we went off script and considered them together to arrive at ...
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