Mar 12, 20204 minThe Indian Telecom story - Growth at the cost of revenueIndian telecom has gone through a turbulent few years. Reliance Industries Chairman Mukesh Ambani announced the launch of Reliance Jio at...
Mar 11, 20203 minBluff gone wrong? - Understanding the Russia-Saudi oil crisisThe world markets were already sick with the demand shocks of Coronavirus. And out of nowhere came a deathblow to the markets leading to...
Mar 10, 20203 minHow is coronavirus accelerating the Work from Home economy?Drivers and challenges as well as winners and losers of the switch to remote work
Mar 9, 20204 minWhat makes DTC brands click?Reduction of middlemen, efficient marketing channels, sharper consumer insight, improved customer retention help DTC
Mar 6, 20203 minDon't Panic. Late last night the RBI superseded the Board of Directors of Yes Bank, and imposed a moratorium on account of deteriorating financials...
Mar 5, 20203 minWill longevity be the dominant theme for the next 6 months?Stocks that have most value in terminal can outperform in the presence of a low duration moderate intensity risk.
Mar 4, 20203 minDoes the US Fed's 50bps rate cut point towards darker times?Speed & severity of cut and limited benefit of a monetary policy step, indicate darker times ahead.
Mar 3, 20203 minHow can ESOP taxation in India be improved? Constraints on startup definition leave many firms outside the net.
Mar 2, 20203 minWhy is SEBI struggling to get Indian startups to list?Tough listing norms, better valuations in international markets, cheap VC cash, and strict reporting requirements keep startups away.
Feb 28, 20203 minHow do you beat big Cola?Affordability, Hyperlocalization, and availability woo customers. Higher margins and faster turns woo retailers.