HEM: Fear of Fear Itself
US surveys indicate a fear of tariffs and DOGE, leading to a negative sentiment. Despite these fears, resilient labour markets suggest that...
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European Software: Fortnox (FNOX SS) Going Private – Might Makes Right
Fortnox receives public tender offer from EQT and First Kraft for SEK90/share, signaling a rebound in Software M&A activity. Some shareholders may...
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Quick Takeout Idea: Dalata Hotel (DHG.IR) - Probably Gets Sold Soon
Dalata Hotel recently announced a formal sales process. Last few days have been really busy ;ppp and I’ve been using time on the road to conjure my...
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RBI’s Overhaul of India’s Priority Sector Lending Norms
RBI's expanded PSL norms aim to boost credit in underserved sectors, align with inflation and green goals, and reduce compliance friction for...
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Automobile Industry FY25: Expectations for Different Verticals
Mixed performance expected in FY25 for automobile industry with strong growth in tractors, moderate increases in 2W’s and PV’s, and slight decline...
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