Taking Fresh Guard - Nov 16 Newsletter
We have been incessantly cautioning for a corrective phase in our stock markets mainly due to excessive valuations based of unrealistic growth...
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Demographics Point to 2020-2025 as the Golden Years for India's Toys and Games Market
Dynamic population growth over the historic period has made India one of the most prospective markets for potential growth in toys and games...
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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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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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