Highlights

Opinion: Why The Rupee Fall To 70 Is Not A Big Deal

Is there a big problem if the USD has appreciated so that it’s Rs. 70 to a dollar? There are some implications, but it’s somehow not that dramatic as its made out to be. We wrote about a few myths …

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Core Inflation At Elevated Levels Even As Currency Starts To Dip

Charts

Inflation went down to just 4.17% in July 2018. This might look good, but hold on.

The biggest helper: Food. The biggest culprit? Everything else.

As you can see, the other items are at the top of their one year …

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The Emerging Market Currency Rout Deepens. What Happens to the Rupee? (And Steel)

The rupee has just gone again to that evil level of 69. It seems to be almost itching to break out.

Which, in comparison with the damage on other BRICS currencies, isn’t too bad (in 2018)

As you can imagine, …

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Taking Stock: A Deeper Look at Snowman Logistics

As part of our taking stock series started in 2017, In this post we analyze Snowman Logistics, company engaged in the business of cold chain logistics.  read more »

Portfolio: Replacing 7 Stocks and Adding One More in Momentum Monthly Rejig

Every first Monday of the month, we take a look at the stocks that form part of our Momentum portfolio and reshuffle the portfolio accordingly. This is the August 2018 edition. read more »

Earnings Growth led Rally or a Valuation led Rally?

In September of 2013, the BJP selected Narendra Modi to become the Prime ministerial Candidate for the forthcoming elections. This was no surprise given that he had just a few months back won a fight against the party patriarch to …

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