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How big is India's Consumer Market?
Do the recent claims of 30mn-50mn addressable market hold water?
3

May 2022

The Game of 5 Banks
A cross-sectional analysis of 5 Indian banks told in a "Game of Thrones" style
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…

January 2022

Mississippi Company by John Law. An ingenious financial innovation.
History Isn't Bunk
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.
A Red Letter Day of Corporate India
One IPO that changed many things
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.
The Wanna₿ees of NFT
How do we evaluate NFT's which will really matter ?
P2P Lending in India: A Broken Promise ?
Is it a Lucrative, High-Yielding Debt Investment Opportunity?
6

December 2021

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?
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?
The Original HDFC
A House for Many: H.T. Parekh and HDFC Limited
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