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Investing in India

Siddharth Bothra

Podcasts and insights on understanding the Indian business landscape.

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Substack
PricingOnly free issuesPublishesWeekly
Issues140SubscribersRead blog.sid.business

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Thing about IPOs

I generally don’t like writing about stuff that everyone’s writing about. Opportunities exist when few people know about an idea, and it fizzles out when it becomes mainstream. So, in general — I like looking at stocks [or sectors] that no ...

2 months ago
14
2

EMS Deep Dive : Avalon Technologies

Everywhere you look, you see electronics. We’re surrounded by it. In-fact, we’re drowning in electronic devices. And every device is getting smarter, because humans have found ways to embed increasing amounts of semiconductors into incredib...

2 months ago
9
0

Q2FY26: Arkade Developers

Original Post | Q3FY25 | Q4FY25

2 months ago
9
0

MosChip Technologies : recent updates

Before we talk about MosChip and it’s recent business updates, I wanted to run through a quick overview of the players in the semiconductor space, which would give us some idea where MosChip fits in the ecosystem and the global competitive ...

2 months ago
5
0

Authors

The writers behind this newsletter.

  • Siddharth Bothra

    Knowledge, is Power ~ Lord Baelish | https://sid.business

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