'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!
"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for...
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Demonetisation: Self Inflicted
In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8,...
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Waiting for Godot - Oct 16 Newsletter
In the ongoing earnings season, we have witnessed narrowing of the segments/stocks which are performing. While good results have failed to generate...
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Cox and Kings Q1 FY17 Results Update, In-Line with Our Expectations
We recently wrote a note on Cox and King, with a positive bias. The company's recently declared Q1 FY17 ( April-June 2016)is largely in line with...
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Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
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