Tag: shyam sekhar

What Next?

Podcast Transcript: Events are flowing thick and fast. Let us look at macros first. A falling rupee. Rising oil. Spiking prospects of food prices. Rising inflation. Looming trade battles. The setting reset has already started reflecting in stock prices. A sharp cut in midcap stocks and indices reflects a clear…

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Deal with Digital

The coming weeks will probably see a big deal announcement. This is going to be in a space where investors constantly doubted valuations.  If the rumour mills are to be believed, this deal between a potential buyer and Flipkart, India’s leading online retailer will be one of the biggest deals…

Trend Reversal

The recent weeks are seeing the trend turn in several areas. Investment flows are looking very different with the persistent selling of FIIs in Indian equity. News flows are also not looking great in February. For instance, first we had the budget levied long term capital gains tax on equities.…

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