follow the money
Tanay Nafdeymarkets, macros & fundamentals
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 6 | Subscribers | Read | tanaynafdey.substack.com |
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Dirty Dollar.
Part 1 ||
Dips Happen. Thoughts on HDFC Bank.
HDFC Bank, the biggest private sector bank in India is down ~19% YTD at the time of writing this. To analyse this particular beating the stock has received from the market is a bit tricky because the problems seem to be multi-faceted, and t...
The $700bn Funding Gap...
Biodiversity is significant for an economy, according to estimates by the World Economic Forum (WEF), over 50% of GDP is ‘moderately or highly dependent’ on nature & ecosystem services. A collapse of ecosystem services could cause annual lo...
$17billion vanished overnight.
You might be thinking, why does this matter to me?
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