Street Smart is a newsletter focused on financial markets. Each edition brings you unique and analytical insights into companies, personalities and developments that move markets.
Published weekly
About the Author
Ujval Nanavati
Ujval Nanavati
Ujval leads our Business vertical at The Morning Context. In a corporate career spanning 14 years, he has worked across startups, consulting firms, multinational corporations and large Indian companies, including India Infoline, ICICI, KPMG, Tata Steel and Jubilant Pharma. Ujval has been a freelance writer and trainer for eight years, with bylines in Forbes India and The Economic Times.
Featured Newsletter
Has the valuation of PSU bank stocks peaked?
After two years of a heady rally, the first signs of a slowdown in public sector banks’ revenue growth are now visible. Is it time to sell?
Recent Editions
Hospital stocks’ trauma: is it time to catch the falling scalpel?
The Supreme Court’s scathing remarks on prices charged by private hospitals have sent their stocks crashing. Whether this presents a great buying opportunity is open to debate.
12 Mar 2024
Why the small-cap party’s over for some MFs
SEBI’s insistence on investor protection will require restricting inflows and rejigging portfolios—easier said than done for some fund houses riding the wave.
05 Mar 2024
Are asset managers irrational in not listing their booming businesses?
Despite record inflows, AMC stocks have not delivered strong returns. Moreover, the best AMCs are not listed and may never opt to be, for good reason.
22 Feb 2024
A good hit by SEBI, but…
The latest order on Zee Business guest experts is well called. Nevertheless, it exposes SEBI’s limited definition of research analysts and unpublished market information.
13 Feb 2024
Older Editions
Do too few Indians pay tax?
Angst over the small number of taxpayers does not account for the reality of ‘everyone pays GST’. Moreover, the facts clearly show that the income tax base is wide enough and growing.
08 Feb 2024
Paytm and how not to be a bank board member
The RBI’s restrictions on Paytm Payments Bank’s operations seem to be because of serious compliance failures. What was its board full of banking and policy veterans doing?
04 Feb 2024
Can ‘Affluent India’ alone sustain consumption growth?
Goldman Sachs says companies that cater to the top of India’s pyramid will do well. But given how small the category is, investors cannot afford to neglect businesses that serve more than half a billion Indians.
19 Jan 2024
Was NSEL scam regulator’s doing?
SEBI, in the process of fixing blame on commodity brokers, has turned the spotlight on the Forward Markets Commission for allowing the spot exchange to get away with flouting the rules.
17 Jan 2024
Did the state government mislead the AG on the Dharavi bid?
The Mumbai High Court this week started hearing the case over the Adani group’s controversial win of the tender to redevelop Asia’s largest slum.
04 Jan 2024