Archive - Pranjal’s Substack

What’s Behind India’s Drop in Foreign Tourist Arrivals?

India is yet to reach its Pre-Covid peak of Tourist Arrival in India.

Apr 16 •

Which one would you choose for long term value creation - ROIC vs ROE vs ROA?

Which financial metric would you want to see when trying to invest for long term value creation?

Apr 9 •

Rupee Weakening Against the Dollar: Who Wins & Who Loses?

There are Indian companies that benefit when the Indian Rupee weakens against the US Dollar.

Apr 2 •

March 2025

$54bn to stay out of Japan: The Honda x Nissan Merger

Honda and Nissan were eyeing the world’s third largest automotive company spot post their mega $54bn merger, the talks of which fell off in late…

Mar 28 •

February 2025

Will Protein Shakes and Drinkable Lunches Reshape Global Nutrition Trends?

The Indian consumers are gradually making a shift towards healthy supplements and now looking at protein rich diets.

Feb 19 •

From Screens to Streams: South Indian Films Redefining Box Office Success

A quick look at the top 2024 grossing movies highlights the dominance of Tollywood with 3 titles (~3400Cr) followed by 3 titles of Bollywood (~1700Cr…

Feb 12 •

#45 The Future Is Vertical—AI Agents Shaping Healthcare, Finance, and Agriculture

The AI forums are buzzing with the new terms “Vertical AI” and “AI agents”

Feb 5 •

January 2025

#44 How RBiH is Shaping the Future of Fintech Innovation in India

I recently came across the Reserve Bank Innovation Hub (RBiH) and its partnership with Vivifi Finance to pilot digital unsecured loans for gig workers.

Jan 29 •

#43 Debt and Growth—Can $325 Trillion Fuel a Better Future?

As per Reuters, the total global debt in the end of 2024 stood at $325 trillion.

Jan 22 •

#42 Healthcare and Health Insurance - coupled.

Private Equity and Venture Capital firms have poured over $11 billion into the Indian healthcare industry over the past 24 months.

Jan 15 •

#41 Unveiling India's $1 Trillion FDI Journey: The Surprising Role of Mauritius & Singapore

India Foreign Direct Investment inflows have reached the star mark of $1 trillion over the period of April 2000 to September 2024.

Jan 8 •

May 2024

#40 How do you trade? Fundamental vs Technical Investing Style

I have always been a supporter of Fundamental Analysis for screening securities or investment themes.

May 4, 2024 •

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