Aequitas: SBI Funds Management Pre-IPO -Parent’s Network Helps but Some Fees Are Very Low
SBI Funds Management is looking to raise about US$1.5bn in its upcoming India IPO. In this note, we talk about the company's past performance.
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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Digital Payments in India - Not a Distant Dream
India: a country where 97% of transactions in volume terms still happen with cash. Is such a cash-dependent economy ready for a cashless digital...
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Artificial Intelligence & Internet of Things: Making Sense of It All
As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...
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Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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