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THE RESEARCH DESK
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Sagar Lele
Aug 19, 20237 min read
Carysil: Let That Sink In 💦
Remember the time Elon Musk bought Twitter, after a couple of months of drama? After closing the deal, he actually walked into the...
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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,...
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Sagar Lele
Aug 14, 20236 min read
Havells - Khushiyon Ki Guarantee? 💡
Do you remember the “Shock Laga” ad campaign, where a kid’s hair spikes up because of an electric shock? It has been nearly 15 years...
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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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Sagar Lele
Aug 7, 20237 min read
Jagsonpal Pharma: Period Pills and Private Equity 🩺
You know that ‘time of the month’ for women, which has all sorts of verbal and non-verbal codenames? Yes, menstrual cycles. These...
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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...
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