Subtext by Zerodha
ZerodhaMaking finance, economics, and markets less boring.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 59 | Founded | 6 months ago | Last Issue | 3 days ago |
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subtextbyzerodha.substack.comLatest Issues
Arpit Tandon on the road ahead for Indian IT
Hi folks. I’m Pranav, and I have a gripe.
I might do a podcast that I might shoot it today, and it releases after 3 weeks. But within that time, something has changed about the world that renders many things about that conversation untrue....
The great protein squeeze — and why India should cut taxes on whey
Editor’s note: The original piece was first published by The Indian Express and is republished here with permission. The views and opinions expressed in this article are strictly those of the author and do not necessarily reflect the offici...
Beyond Stock Picking: A Brief Introduction to Factor Investing in India
Editor’s note: This piece is drafted by the authors of the paper “Risk Factors For the Indian Equity Market: Statistics, Visualization, and an Interactive Tool” and is republished here with permission. The views and opinions expressed in th...
Mausam Kumar on the state of India's industrial policy
Hi folks. I’m Pranav, and you probably don’t need me to tell you this, but industrial policy is back.
Across the world, from the US Inflation Reduction Act to Europe’s green transition projects, governments are pouring billions into strate...
The dollar is getting weaker. The rupee is getting weaker, faster.
Since the start of last year, the dollar has been losing value against almost every currency that matters. The euro is up. The pound is up. The Swiss franc is up. The dollar index — which measures the dollar against a basket of six rich-wor...
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The writers behind this newsletter.
A daily digest that simplifies the biggest stories that are moving the Indian markets. Telegram: https://t.me/zerodhamarkets
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