PB Fintech- Timing Shock Ahead?
​Life insurance industry may shift to deferred commission structure, IRDAI tightening oversight on expenses could impact growth and margins for PB...
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PB Fintech Ltd- When Zero GST Turns Costly
​GST removal on life and health insurance hits Policybazaar hard, forcing cuts in agent-commissions and threatening high-margin revenue streams,...
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India Insurance: Policy reforms continue
The lower house of the Indian Parliament passed the much awaited “Sabka Bima Sabki Raksha (amendment of Insurance laws) Bill, 2025” yesterday...
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Vodafone Idea Placement - Very Well Flagged but Its Not Going to Fix a Whole Lot of Issues
Vodafone Idea (IDEA IN) plans to raise around US$2.2bn via a follow-on public offering. In this note, we talk about the deal dyanmics.
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IFast: A Profitable Fintech Player that Deserves More Investor Attention
iFast Corporation is one of the few Fintech players in Asia that has been consistently making net profits since as early as 2011. It operates in...
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