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!
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
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!
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?
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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