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THE RESEARCH DESK
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Rupeeting
May 7, 20235 min read
ONDC - The Death of Zomato? ☠️
From the humble beginnings of digitising restaurant menus, Zomato has come a long way to enabling deliveries for 1.5 million restaurants....
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Rupeeting
May 7, 20232 min read
It’s a Stock-pickers Market 🍒
Global cues have been worsening, casting a shadow on the longevity of the rally seen in Indian markets recently. 1. The Fed raised rates...
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Rupeeting
Apr 30, 20232 min read
What Chips Are Telling Us about Inflation 🍟
Remember that global chip shortage? It started in 2020 and went on for two whole years impacting anyone on the planet who used chips....
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Rupeeting
Apr 29, 20234 min read
Angel One - The Bro-”King”? 🏦
Since we try to break down investing into stocks and themes often, we decided to switch it up and talk about the actual business that...
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Rupeeting
Apr 22, 20236 min read
Propack Your Portfolio - What is EPL All About? 🪥
Did you know? One in every three toothpaste tubes in the world is made by the same manufacturer, and that manufacturer is an Indian...
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Rupeeting
Apr 22, 20232 min read
China Being Infosys 🔀
We’ve been positive in China since the beginning of 2023. The view was driven by simple reasoning. While the world is at risk of dipping...
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