Disruption Diaries: Small-Cap Ideas in the Brick-And-Click Space
Disruption as a theme has fired investor imagination in recent times. The disruption space is mainly a private party though, even as the publicly...
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Matrimony.com(IPO): Leader in a Wide Moat Business Deserves Premium; Anchors Pick 45% of IPO Already
Matrimony.com, the leader in online matrimonial services in India, is raising US$ 78.5m via a public issue listing on NSE & BSE. Around...
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Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"
At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...
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Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers
The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36...
3.7k Views
Cable TV Digitisation in India: Growth of Broadband Users Unlikely to Lead to Cord-Cutting of DTH
Executive summaryDigitisation of cable in India has disrupted the traditional analogue cable industry and has catapulted DTH (direct-to-home)...
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