Deep Dives and Tangents
Sandeep Rao
A granular and fact-driven perspective in global business, markets, Asia and the zeitgeist.
Created 09 Apr 2021
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Chinese Markets: Rising, Complexifying and Differentiating01 Jul 2022Photo by Katherine Gu on Unsplash Near the end of July last year, Goldman Sachs cited “disproportionately high index representation by tech and privately owned companies” for lowering its views on the...
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NVIDIA & AMD: Excellent Companies, Volatile Stocks, Cautious Markets28 Jun 2022Note: This article apparently didn’t have the type of coverage “followers of these tickers on SeekingAlpha (SA) generally expect from contributors: a deeper dive into supply chain issues, industry cat...
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The Russian Oil Price Cap: A Repackaged Status Quo23 Jun 2022Crude oil has had a strong bullish run for a while now. With OPEC+ nations maintaining increase in production along plans made years in advance and largely refusing to budge in response to rising dema...
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Zeitgeist: Why (or Why Not) Cryptos, Part 223 May 2021 • 1 0The “Zeitgeist” series aims to take apart a phenomenon that has captured public interest. Thus, the analysis would cover a phenomenon still in progress. While Part 1 covered the history of the U.S. do...
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Zeitgeist: Why (or Why Not) Cryptos, Part 116 May 2021 • 2 0The “Zeitgeist” series aims to take apart a phenomenon that has captured public interest. Thus, the analysis would cover a phenomenon still in progress. This time, the “Zeitgeist” has cryptocurrencies...
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Electric Cars of the East, The Finale: Odds and Ends21 Apr 2021Part 1 took us through the automotive history of China and India, Part 2 discussed their “growth stories”, Part 3 outlined what EVs mean in these parts, Part 4 outlined prime drivers’ actions, and Par...
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Electric Cars of the East, Part 5: Tesla in the East (or) Size Matters, Right?19 Apr 2021In Part 1 of this series, we zipped through the automotive history of China and India, in Part 2, we discussed their “growth stories”, in Part 3, we understood what EVs are in these parts and in Part ...
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Electric Cars of the East, Part 4: A Difference in Drivers17 Apr 2021 • 1 0In Part 1 of this series, we took a quick tour around the automotive history of China and India, in Part 2, we looked at factors underscoring their “growth stories”, and in Part 3, we understood bette...
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Electric Cars of the East, Part 3: Let's Get Technical15 Apr 2021 • 1 0In Part 1 of this series, we traipsed around the automotive history of China and India: two nations steeped in more history and culture than the entirety of Western Civilization together. In Part 2, w...
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Electric Cars of the East, Part 2: Stats, Trends & Quirks13 Apr 2021 • 2 0In Part 1 of this series, we had taken a journey through the automotive history of the two Asian powerhouses India and China. While listening to Sinophile investment “mavens” would have you believe th...
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