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THE RESEARCH DESK
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Sagar Lele
Sep 16, 20232 min read
Nifty at 20,000 - Anxiety or Euphoria? 🤷♂️
Last week saw a lot of cheer with the Nifty 50 crossing the 20,000 mark, and reaching all-time highs. But the real action has been on in...
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Sagar Lele
Sep 9, 20232 min read
Dry August and Crude Oil 🛢️
Inflation worries have come back to the centre in recent months, with prices for tomatoes and onions affecting each one of us. If you...
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Sagar Lele
Sep 4, 20232 min read
Finally Back to Life ⭐
After 5 weeks of falling, the Indian markets saw its first weekly gain last week. What led to the sudden bounce? India’s GDP growth for...
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Sagar Lele
Aug 28, 20232 min read
What Do Onions and the Panama Canal Have in Common? 🧅
Last week India imposed a 40% export tax on onions, and plans to sell them locally at a subsidised rate. Now that the price for tomatoes...
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Sagar Lele
Aug 19, 20232 min read
Inflation Being the Party Pooper Again
The markets have fallen for 4 weeks straight. And while the degree of the fall has been low, the direction has been pretty firm. Overall,...
4
Sagar Lele
Aug 14, 20232 min read
No Room for Error? ❌
The Indian markets have been trading at premium valuations given India’s structural growth story, long term fiscal boost, growing...
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