Demonetization Paradox: INR 45 Bn Cash In Corporate Coffers And Myriad Patterns Of SBN Disclosures
The paradox of cash crunch and cash deluge unravels when viewed through the prism of corporate Financial Statements. It relates to those fateful...
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NIFTY Index Earning Revision (Apr): JIO Financial Services, InterGlobe Aviation, HDFC Bank
We analyzed NIFTY's consensus for Apr 2026 and highlighted changes of EPS in JIO Financial Services (JIOFIN IN), InterGlobe Aviation (INDIGO IN),...
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The Story of GE and Indian Railways. Which Is Worse, Bad Policies or Inconsistent Polices - Part 4
This is Part 4 in a series which focuses on abrupt changes in government policies affecting the industries and Indian economy. In Part 1, we...
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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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Why Do Indian CEOs Never Ask Tough Questions to the Government - Part 2
In our previous insight on this subject (Why Indian CEOs Never Ask Tough Questions to the Government?), we had spoken about how the owners and CEOs...
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