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ZappChai
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Of price takers and capped RoEs - Cochin Shipyard and the PSU dilemma
Disclaimer: This is a purely educational piece and not intended as investment advice. Please consult a registered investment advisor or...
Aug 3, 20213 min read
The restless Dr. A Velumani, the Thyrocare acquisition, and the future of diagnostics
Toss a strand of hair and trap a mountain! If you gain you gain a mountain. Or else you lose just a strand of hair. The legend that is...
Jun 26, 20214 min read


The vaccine bet - Long outdoors, short indoors
Disclaimer - This is not an investment recommendation. Please conduct your own diligence/consult an investment advisor before taking a...
Nov 9, 20202 min read


Vision and Discipline - A new story to watch
The Reliance Story Reliance which has recently become a D-Street darling, soaring more than 100% after its fall in March, has one aspect...
Aug 25, 20202 min read


The good are never free - The Public sector bank dilemma
The corporate decisions Every firm out there has to make a few critical decisions that determine how successful they'll be. The investing...
Aug 25, 20203 min read


The drying Pakistani piggy bank - Implications
Pakistan & Saudi - Long time pals For the longest time Pakistan had exceptional camaraderie with the Saudis. First seen during the Saudi...
Aug 25, 20202 min read
Amazon’s Quest for the Gazelle
The ethics and economics of how Amazon negotiated with small book publishers “I don’t remember it”, testified Jeff Bezos at the...
Aug 24, 20203 min read


Soccernomics
Now that we have been enthralled by the drama of UEFA Champions League football after the coronavirus-induced lull (primarily at the...
Aug 21, 20206 min read


Toothpaste Battles
Toothpastes are one of the highest competitive-intensity products within the 12,000 crore oral-care industry. Being a staple convenience...
Aug 19, 20203 min read


India's Inflation Problem
Retail inflation, as captured by the Consumer Price Index (CPI), has hit a new peak at 6.9% in July, breaching the RBI’s primary goal of...
Aug 18, 20202 min read
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