Egypt Devalues - Now the Hard Work Starts
One gets the feeling all sorts of intriguing news is due to pop up in the next week into US elections, with today’s notes of interest being Egypt’s...
156 Views
Life Insurance: License for a Casino
The deregulation of India’s life insurance industry in 2000 and the eventual direct listing of private life insurance companies, with ICICI...
669 Views
Rising Geopolitical Risks in Indian Sub-Continent: Towards a Worse-Off Sub-Optimal Nash Equilibrium
Geopolitical tensions in the sub-continent, already running high, have taken a turn for the worst as India carried out surgical strikes across the...
223 Views
Big Money, Small Ideas - Sep 16 Newsletter
In what has been a range bound market, the element which stood out in recent times is increased participation of small/micro caps with relatively...
182 Views
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...
232 Views