The Zomato IPO: A Bet on Big Markets and Platforms!
Zomato, an Indian online food-delivery company, was opened up to public market investors on July 14, 2021, and its market debut is being watched for...
Triggered Disclosures: Escaping the Disclosure Dilemma
In a post a few weeks ago, I argued that the disclosure process had lost its moorings, as corporate disclosures (annual filings, prospectuses for IPOs)...
The Indian Smartphone Revolution: Paytm’s Coming of Age IPO!
A few weeks ago, I valued Zomato, the Indian online food delivery company, just prior to its IPO, and argued that the excitement about its...
The ESG Movement: The “Goodness” Gravy Train Rolls On!
Last year, I wrote a post on ESG and explained why I was skeptical about the claims made by advocates about the benefits it would...
China’s Tech Crackdown: Its about Control, not Consumers or Competition!
For the last two decades, China has been the dominant story for both the global economy and capital markets, as the country's immense growth and...