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bullish
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Thematic (Sector/Industry)
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02 Jul 2024 18:17
#22 India Insight: Increase in Windfall Tax on Crude Oil, L&T Offshore Order, M&M Volume Rise
Government increases windfall tax on crude oil, Larsen & Turbo wins Rs. 2,500 crore offshore order from ONGC, Mahindra & Mahindra sees 11% YoY...
Sudarshan Bhandari
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191 Views
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bullish
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Thematic (Sector/Industry)
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01 Jul 2024 23:21
#21 India Insight: Zomato Tax Demand, Tata Steel Legal Action, NTPC Rs. 12,000 Fund-Raise
Delays in GAIL's gas pipeline, Tata Steel UK legal action, and IREDA's potential to unlock renewable energy debt market.
Sudarshan Bhandari
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234 Views
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bullish
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Thematic (Sector/Industry)
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28 Jun 2024 22:14
#20 India Insight: Ultratech Cement Acquisition, India's Bond in JP Morgan, Ather Energy Investment
Major investments in manufacturing and infrastructure sectors in India, with Ather Energy and UltraTech Cement leading the way, while India's...
Sudarshan Bhandari
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388 Views
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bullish
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Thematic (Sector/Industry)
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26 Jun 2024 22:49
#19 India Insight: Telcos Bid for 5G Spectrum, UltraTech Acquisition, Bajaj Auto Expands Capacity
Telcos bid INR 11,000 crore for 5G spectrum, UltraTech Cement reduces stake in RAKWCT, Bajaj Auto reaches over 7 million unit production capacity...
Sudarshan Bhandari
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253 Views
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bearish
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Macroeconomics
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26 Jun 2024 09:43
Inflation Watch: What if the Cyclical Prices Are Not Truly Tamed? Lessons from Canada and Sweden
If you know me, you know I have a thing for charts, especially those showing momentum in the macro cycle. Forget nominal levels; it’s the rate of...
Steno Research
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