28

March2024

Vitarka

ANTYA’s views on investing markets, economy, and more

Latest Insights

The Indian Economy and Public-Sector Banks — On the Edge of A Precipice

With political uncertainty at home and unfavorable macro developments abroad as discussed by us in India: The Indian Rupee — Next Stop INR 70/USD, G-SEC 10-Year Yield — 8% and others in This Time Is Not Different: The Seeds of the Next Crisis Are Being Sown, India’s favoured position in …

NXP Semiconductors NV–An Intriguing Investment

President Trump’s views on global trade have roiled the capital markets, and given heartburn to investors, politicians, and corporate executives alike. M&A deals have either been restructured or abandoned, are being challenged in the courts, or have been put on the backburner by interested parties. Broadcom Limited’s proposal to acquire …

Tesla Inc. – For Whom the Accounting Bell Tolls

This report is a continuation of our earlier reports on Tesla including Tesla Inc. – Prophets of Doom Could Be Blown to Smithereens by Conservative Accounting followed by Tesla Inc. – New Accounting Policy – ANTYA Explains Impact on Financial Statements – Part Two. It is also a counterpoint to …

Tesla Inc. – Reading the Tea Leaves

Tesla Inc. (“Tesla” or the “Company”) has been riding a wave of bad news in the last thirty days or so. It began with the involvement of a Tesla Model X SUV in a fatal accident on March 23, 2018. Details on the accident as reported by Bloomberg are here …
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