PinnedWinds of change rock the pendulum of uncertainty2021 saw the world’s health and economic activity sea-saw on multiple fronts. The year started with another variant of the Covid19 virus…May 21, 2022May 21, 2022
Should you subscribe to the IPO of G R Infraprojects?Stocks are a confusing bunch. Trying to demystify this one through the lens of Market, Model, Momentum, Management & Valuation!Jul 7, 2021Jul 7, 2021
Lessons from the Financial Yr 2020–21I commenced drafting this note ~4 weeks ago when daily Covid cases in India were bottoming out every day, front-line workers had already…Apr 4, 2021Apr 4, 2021
Do you put your money to work?Are you the Big Bull or not? If not, and you have money lazing in your bank account, let’s put that money to work.Dec 14, 2020Dec 14, 2020
[Dreaming] Climate & Policy Talk circa 2040The ideal world and ideal governments were shaken by the Covid-19 pandemic and frequency of climate change events in the world. India…Aug 27, 2020Aug 27, 2020