follow the money
Tanay Nafdeymarkets, macros & fundamentals
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 13 | Subscribers | Read | tanaynafdey.substack.com |
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Trump & Tariffs
Thanks for reading ‘follow the money’. I write each and every post with a lot of dedication and back it with quality research. Please do support my work, I will always keep it free.
Is Nifty really cheap?
It’s been an eventful start to this year. In January, I spoke about market valuations in this post, wherein I ended up dissecting the elevated market multiples and I mentioned, ‘a correction will be welcomed with open arms’. Well. It’s here...
Is the party starting for Hero, again?
NSE: HEROMOTOCO | Market Price: 3,884.85 INR (as of 24th February 2025)
Following Up with CreditAccess Grameen.
The first month of 2025 is almost done, markets have been volatile, VIX has been inching up for the budget day. Q3 results are in full swing, and the usual stock specific volatility is also back. I may cover the Q3 results as well in anothe...
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