Global markets have turned volatile with a consensus emerging that we are at a structural change in the interest rate regime driven by loose monetary

The first six months of 2022 have been very difficult for the markets. The market indices hardly reflect the real damage across the asset classes.

Consumer Sector – What is fair value? In our last post titled, “Profit and Market Cap – The inseparable twins”, we discussed how profits earned

Profit and Market Cap – The Inseparable Twins Behind all the smoke and noise on the market’s surface, it’s important to remember that companies – small,

Short-term getting volatile, keep the focus on long-term. Indian markets are up 5% YTD, underperforming the region and the developed markets but holding up relatively

Marathon, not a sprint At the outset, let me welcome you to the East Lane Capital family. I thank you for reposing your faith in

Valuation cycles and thoughts on Indian stock market Value of a stock = EPS * PE While EPS is the business fundamentals, PE is not