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Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!

Musings on Markets

The second was that, starting mid-year in 2020, equity markets and the real economy moved in different directions, with the former rising on the expectations a post-virus future, and the latter languishing, as most of the world continued to operate with significant constraints.

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Data Update 1 for 2023: Setting the table!

Musings on Markets

These assertions may very well be true, but cheap and expensive, at least in pricing terms, is relative, and looking at the data can help you detect rules of thumb that work from those that do not. I do report on a few market-wide data items especially on risk premiums for both equity and debt. Cost of Equity 1.

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The Zomato IPO: A Bet on Big Markets and Platforms!

Musings on Markets

Uber's ownership in Zomato is a result of Zomato's acquisition of Uber Eats India, where Uber received a share of Zomato's equity in exchange. billion), translating into a value per share of 41 INR.