Thanks, Aditya. What if Adani companies are part of the index in question? That's already true of several indices. And if Adani stocks sustain at these levels for a while, you'll see them being added to more indices.

Seetharaman G

This is just for March, Arun. In the previous couple of months, they were clocking Rs 1,400-1,500 crore.

Seetharaman G

Thanks, Kanwal. Glad you liked it.

Seetharaman G

Thanks, Shrikant. There are limitations to having an online-only presence, especially in categories such as food. And even with premium cosmetics, a lot of consumers would want to experience them at a store before buying. Hence the rush to become omnichannel, and having a large FMCG company as an investor certainly helps here.

Seetharaman G

Thanks, Vasuman. I did read that report. In fact, I've referenced data from it.

Seetharaman G

Inadequate disclosures are one of analysts' biggest concerns with Zomato. I don't think it's an investor like InfoEdge, at least not yet. But the benefits of all its investments are not immediately apparent. Its investments in Magicpin, Shiprocket & CureFit seem to be less strategic than the Blinkit investment.

Seetharaman G

I agree with you, Sandeep. Blinkit's decision to suspend services in areas where they couldn't do 10-minute fulfilment was bizarre. Blinkit has found it hard to stick to one strategy, as evidenced by their multiple pivots.

Seetharaman G

Hi, Sandeep, thanks. We will definitely take this up if we think there is more to it than is already in the public domain.

Seetharaman G

Hi, Krishnamurthy, when we have quotes without names, we believe it's our responsibility to tell our readers–some of whom might be reading a Ken story for the first time–why we are doing so. It might be because the person is not authorised to speak to the media or doesn't want to comment on a particular company. So it's absolutely important to mention this, even if someone reading The Ken for a long time may find it unnecessary.

Seetharaman G

Sayantan, you have to remember that–and we've mentioned this in the story–even if LIC is a very smart trader, there are stocks that are part of its portfolio only because the government wants them there. Having said that, whether or not it lists at a premium is something that's not entirely within LIC's control.

Seetharaman G

Thanks, Madhav. It wouldn't have been fair for us to make a specific recommendation. After all, we are not equity analysts. Also, we tackled just one part of this incredibly complex behemoth.

Seetharaman G

Thanks for the feedback, Manish. Will keep this in mind.

Seetharaman G