TheGreySwan
Subscribe
Sign in
Home
Archive
About
Share this publication
TheGreySwan
thegreyswan.substack.com
Copy link
Twitter
Facebook
Email
TheGreySwan
Separating Black and White in a Grey World for your Financial Decisions
Launched 7 months ago
Subscribe
Login
About
Archive
Top posts
About
Archive
Authors
Login
Let me read it first
The Game of 5 Banks
A cross-sectional analysis of 5 Indian banks told in a "Game of Thrones" style
May 20
3
Technology Platforms, Indian Banks and Fintechs: What Fintechs are up against.
Private Indian Banks are spending a truckload of their operating expenses on building new financial platforms. Close gardened, for now, one thing is certain - it's bad news for Fintechs.
May 16
2
How big is India's Consumer Market?
Do the recent claims of 30mn-50mn addressable market hold water?
Jun 24
8
2
Mississippi Company by John Law. An ingenious financial innovation.
History Isn't Bunk
Jan 25
5
Most popular
Buy Now, Pay Later (BNPL): Too Good to Miss?
6
3
The Original HDFC
4
If Old Banks are Pink Elephants, can Neo Banks fly?
7
2
Mississippi Company by John Law. An ingenious financial innovation.
5
How big is India's Consumer Market?
8
2
A Red Letter Day of Corporate India
4
1
See all popular
New
Community
Picking ESG stocks right can create Generational Wealth (and Generational Good)
ESG can be messy yet not all ESG investing is the same. Some offer profitable, once in lifetime opportunities.
Jan 18
A Red Letter Day of Corporate India
One IPO that changed many things
Jan 14
4
1
The Inquisition : Is the 'Church of High RoE' selling elaborate lies?
High return on equity is peddled as a magic bullet by savvy fund managers and canny consultants. We dismantle the idea, brick by brick.
Jan 9
3
The Wannaâ‚¿ees of NFT
How do we evaluate NFT's which will really matter ?
Jan 6
2
P2P Lending in India: A Broken Promise ?
Is it a Lucrative, High-Yielding Debt Investment Opportunity?
Jan 1
1
6
If Old Banks are Pink Elephants, can Neo Banks fly?
Everyone is writing the Old Banks off. But are Neo Banks ready to pick up the mantle?
Dec 25, 2021
7
2
Red Pill on Inflation. Act now to De-risk and Re-balance
What does High Inflation Mean for YOU? More importantly, How should YOU Hedge against Inflation, and Position your bets?
Dec 17, 2021
3
The Original HDFC
A House for Many: H.T. Parekh and HDFC Limited
Dec 12, 2021
4
See all
Most popular
Buy Now, Pay Later (BNPL): Too Good to Miss?
6
3
The Original HDFC
4
If Old Banks are Pink Elephants, can Neo Banks fly?
7
2
Mississippi Company by John Law. An ingenious financial innovation.
5
How big is India's Consumer Market?
8
2
A Red Letter Day of Corporate India
4
1
See all popular
TheGreySwan
Separating Black and White in a Grey World for your Financial Decisions
Subscribe
TheGreySwan
Subscribe
About
Archive
Authors
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
