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