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THE RESEARCH DESK
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Rupeeting
Feb 20, 20225 min read
Internet stocks are taking a beating. Where did all the IPO sexiness go?
Unicorns are unicorns in the VC world. In the listed world, they're just fragile horses with horns; unless they can win the derby, whilst...
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Rupeeting
Feb 16, 20225 min read
From Desh Ka Namak to EV Batteries: What Is Tata Chemicals Even Trying to Do?
The less popular of the Tata Group companies, Tata Chemicals is in fact the largest producer of salt in Asia - Tata Namak, Desk Ka Namak...
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Rupeeting
Feb 15, 20225 min read
How Ambuja Cement Is Waking Up After a 10 Year Break
Ambuja Cement, was acquired by Holcim in 2006, before which it was owned by the Sekhsaria and Neotia families. Holcim, by the way is the...
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Rupeeting
Feb 14, 20222 min read
High Inflation in the US: Why You SHOULD Care
The Nifty 50 has dropped 3% in February so far, and that’s causing a lot of you to worry. Especially because portfolios would be lower -...
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Rupeeting
Feb 11, 20222 min read
Rupeeting Equity Rebalance - January 2022
We lauched our five thematic equity portfolios in October 2021. They are all based on unique themes that we believe in. However, since...
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Rupeeting
Feb 9, 20223 min read
Rupeeting Core Rebalance - January 2022
We launched the Core Portfolios in September 2021, with a scheduled quarterly review and/or rebalance. On October 1, 2021, we reviewed...
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