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...
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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...
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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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Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
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Indian Banks: Wary of SoE Bank Rally; Keep Focus on Retail Lenders as Consumer Credit Booms
Banking sector results in this quarter have been pretty much a mixed bag with SoE banks (also referred to as PSU or public sector banks) along with...
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