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Nirgunan Tiruchelvam
Digital Economy
Stripe may be today's Diners Club
McNamara started a revolution in 1949 by forgetting his wallet. It has not ended. Investors should remember that.
May 18, 2023
Restructuring
The company that faked its own coffee rises from the dead
Luckin Coffee’s management displayed supreme confidence
May 04, 2023
Digital Economy
Tech will be like an oasis in the desert
The prospects of tech stocks amid the wider market woes are akin to an oasis in a desert
March 30, 2023
Silicon Valley Bank fallout
Silver lining to the SVB crisis
The biggest demand boost for silver may be the pandemic.
March 16, 2023
SPACs
Grab the de-spacs with excess cash
The spac boom has been a windfall beyond the fondest expectations of its sponsors
February 23, 2023
Global Markets
Adani the 'Emperor' could bounce back
Until Hindenburg finds the smoking gun, Adani would remain unfettered.
February 09, 2023
Commodities
Olam's spin off is timely
Olam Agri has chosen the correct moment to expand.
January 12, 2023
Broker's Calls
Aletheia Capital initiates 'buy' on Grab Holdings with TP of US$4
Grab's extended cash burn may be about to end, says analyst Nirgunan Tiruchelvam.
January 04, 2023
Travel
Prepare for the second coming of online travel
Atta’s atrocity spawned a new industry. Now, the online travel sector is braced for rebirth. Investors should be ready.
December 15, 2022
Tech
GoTo slump continues after executives fail to convince investors
The shares dropped by 7% on Friday — the daily limit — to a record low 93 rupiah (0.81 cents) in Jakarta trading.
December 10, 2022