top of page
THE RESEARCH DESK
Search
Sagar Lele
Aug 7, 20232 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...
7
Sagar Lele
Jul 31, 20232 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...
21
Rupeeting
Jul 24, 20232 min read
Driven by Earnings 🚗
The US markets have rallied more than 40% since the beginning of this year.
8
Rupeeting
Jul 16, 20232 min read
Are the Indian Markets Overvalued? 💸
Earnings season has begun, but unfortunately on a dismal note - TCS posted the slowest growth in three years, HCL Tech was an all-round...
14
Rupeeting
Jul 10, 20232 min read
The Most Preferred Investment Destination 🪷
Many global investors have been betting big on emerging markets again. Looking at the shape of developed markets, and the multiple...
9
Rupeeting
Jul 2, 20232 min read
Made in India’s American Push 💪
Narendra Modi’s US visit always gets a lot of coverage (and drama), and the most recent visit was no short on intensity. But other than...
10
bottom of page