Month: September 2023

Air transportation – India can be divided into 2 categories – Passenger traffic and freight traffic. India has a population of around 1.4 billion. As can be seen from the chart below, around 38% of India lives in cities. Following is the chart of air passenger traffic in India. Passenger…

The impact of water deficits across the world has taken center stage given the global climate change focus. Though this topic is not directly linked to financial markets, there is an indirect impact of global warming and water deficits on financial markets. Recently, there has been an increase in prices…

Following is the research framework I follow to arrive at an investment decision. Though the below is mostly a high level framework, I try and keep tweaking it based on the industry/ company whenever required. The objective is to identify companies which will make substantial return for an investor over…