Musings on Markets
My not-so-profound thoughts about valuation, corporate finance and the news of the day!
Monday, September 26, 2022
Reaping the Whirlwind: A September 2022 Inflation Update!
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In my early 2021 posts on inflation, I argued that while the higher inflation that we were just starting to see could be explained by COVID ...
Wednesday, July 27, 2022
A Zomato 2022 Update: Value, Pricing and the Gap
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On July 21, 2021, I valued Zomato just ahead of its initial public offering at about ₹ 41 per share. The market clearly had a very differen...
Wednesday, July 13, 2022
Country Risk: A 2022 Mid-year Update!
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It has been my practice for the last two decades to take a detailed look at how risk varies across countries, once at the start of the year...
Friday, July 1, 2022
Risk Capital and Markets: A Temporary Retreat or Long Term Pull Back?
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As inflation has taken center stage, markets have gone into retreat globally, and across asset classes. In 2022, as bond rates have risen, s...
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