Finliterate's Blog

Samyak Kothari and Dhagash Shah
What we read, What we found interesting and few recommendations.
Created 12 Apr 2021
  • The Evergrande Crisis!
    02 Oct 2021 • 1 min read • 1 0
    In today's article, we will speak about what’s happening with the real estate sector in China & look at some similarities to 2008 because of Evergrande, one of the biggest real estate developers in Ch...
  • US losing the Semiconductor Game?
    25 Sep 2021 • 3 min read
    Before we attempt an assessment of the Semiconductor supply chain process and the $52 billion investment by Congress possibly on production facilities and a 25% tax benefit for semiconductor manufactu...
  • What’s all the fuss about container rates?
    18 Sep 2021 • 2 min read • 4 0
    Over the past year, freight costs have gone up significantly. While bulk costs have risen too (more so for smaller ships), the increase is much sharper for containers, where spot prices have risen fiv...
  • GDP Numbers: Lies, Damn Lies & Statistics
    11 Sep 2021 • 2 min read • 1 0
    Reading the UNABOM Manifesto, ‘Industrial Society and its Future’ by Theodore Kaczynski, it puts us into a black box as to whether economic growth is beneficial for the society, or we are just slaves ...
  • Interest rate effects on Equities valuation
    04 Sep 2021 • 3 min read • 2 1
    If I got a dollar for every time someone asked me about equity market valuations, I would be rich and retired by now. In a low Interest rate environment, and frankly one which may persist for some tim...
  • Different Asset Classes
    28 Aug 2021 • 3 min read • 2 0
    “The most important key to successful investing can be summed up in just two words -Asset Allocation.” - Michael LeBoeuf Spreading out your investments across a variety of assets is a smart way to low...
  • The Need for Insurance
    21 Aug 2021 • 2 min read • 2 0
    Coming from an Investor and a capitalist: “Life Insurance is the only tool that takes pennies and guarantees dollars” – Ben Feldman. I would never forget the words of my former Finance teacher, it is ...
  • Higher Oil prices draining the Economy
    14 Aug 2021 • 2 min read • 1 0
    Oil affects everything around us, from furniture to cars to clothes we wear. It was high time we talked about this resource that is being regulated beyond measure. Oil prices and Inflation are often s...
  • Rise of Electric Vehicle Industry in India
    31 Jul 2021 • 2 min read • 3 0
    Since the invention of the Internal Combustion Engine in 1872 by American George Bryant, despite significant improvements, the technology has more or less remained the same for the last century and a ...
  • Paytm IPO
    24 Jul 2021 • 3 min read • 4 0
    The key thing about evolution is that everything dies. 99% of species are already extinct. The best any species can do is being good at something until something else matters more. Human computers use...
  • View More on Substack »