The author is Founder CEO & Fund Manager, TrustLine Holdings Pvt Ltd
Manner of its fall in 2019 matters most for emerging markets
Speed breakers like high inflation and high interest rates have always spelt trouble whenever India’s growth hits closer to double digit. Is that set to change?
The Star and the Shoddy: Closer look at the two titans of Tata to understand where the future unlocking opportunities may lie in the market
Speculative surge with no structural support, yet doesn't fail to fuel end-of-the-world worries for Indian macro!
If MOS is defined as the discount from the intrinsic value of the underlying business, primarily, it comes from the mis-pricing in the markets