Mar 26, 20205 minLocust is coming - The threat no one is talking aboutUnderstanding the severity of the threat from locusts.
Feb 21, 20204 minWhat are the implications of the LIC disinvestment?Bailouts of govt assets, social schemes hurt LIC. Value migration & improved governance possible themes.
Feb 12, 20204 minWhat drives profitability in the Indian solar sector?Panel prices, tariffs, and financing costs drive profitability. Removal of tariff ceilings can help sector revival.