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How big is India's Consumer Market?
Do the recent claims of 30mn-50mn addressable market hold water?
Jun 24, 2022
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How big is India's Consumer Market?
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The Game of 5 Banks
A cross-sectional analysis of 5 Indian banks told in a "Game of Thrones" style
May 20, 2022
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The Game of 5 Banks
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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…
May 16, 2022
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Technology Platforms, Indian Banks and Fintechs: What Fintechs are up against.
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Buy Now, Pay Later (BNPL): Too Good to Miss?
Nov 26, 2021
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Buy Now, Pay Later (BNPL): Too Good to Miss?
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The Original HDFC
Dec 12, 2021
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The Original HDFC
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If Old Banks are Pink Elephants, can Neo Banks fly?
Dec 25, 2021
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If Old Banks are Pink Elephants, can Neo Banks fly?
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Mississippi Company by John Law. An ingenious financial innovation.
Jan 25, 2022
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Mississippi Company by John Law. An ingenious financial innovation.
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A Red Letter Day of Corporate India
Jan 14, 2022
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A Red Letter Day of Corporate India
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The Inquisition : Is the 'Church of High RoE' selling elaborate lies?
Jan 9, 2022
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The Inquisition : Is the 'Church of High RoE' selling elaborate lies?
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Mississippi Company by John Law. An ingenious financial innovation.
History Isn't Bunk
Jan 25, 2022
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Mississippi Company by John Law. An ingenious financial innovation.
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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, 2022
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Picking ESG stocks right can create Generational Wealth (and Generational Good)
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A Red Letter Day of Corporate India
One IPO that changed many things
Jan 14, 2022
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A Red Letter Day of Corporate India
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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, 2022
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The Inquisition : Is the 'Church of High RoE' selling elaborate lies?
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The Wanna₿ees of NFT
How do we evaluate NFT's which will really matter ?
Jan 6, 2022
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The Wanna₿ees of NFT
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P2P Lending in India: A Broken Promise ?
Is it a Lucrative, High-Yielding Debt Investment Opportunity?
Jan 1, 2022
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P2P Lending in India: A Broken Promise ?
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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
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If Old Banks are Pink Elephants, can Neo Banks fly?
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Separating Black and White in a Grey World for your Financial Decisions
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