Could India Be Gaming's Next Big Expansion Move?
An estimated $10 billion underserved market  in India according to new research.Wth Japan gaming now approved, new light in on the potential of...
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Waiting for Godot - Oct 16 Newsletter
In the ongoing earnings season, we have witnessed narrowing of the segments/stocks which are performing. While good results have failed to generate...
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Recent Optimism in Indian Tractor Stocks Unwarrented Given Bleak Outlook for Minimum Support Prices
Indian domestic tractor companies witnessed strong growth in 1Q FY17 of 14.6% by selling 163316 units. Nearly, all the listed players  posted good...
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The Weekend That Shook TVS Group's Boardroom Drama
​Sundaram-Clayton's board turmoil highlights governance concerns as family dispute leads to chairman replacement and promoter patriarch's return to...
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WeWork India Pre-IPO - Lease Mismatch and Structural Strains
WeWork India Management Ltd is looking to raise about US$407m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of...
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