India: All Things Bearish
What doesn't look goodIs it a temporary phenomenon?Housing credit growth slowing even before demonetizationNoRERA slowing down real estate...
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Don't Fret Over Looming H-1B Visa Restrictions, We See Upside in Offshore IT Services
Legal immigration reform remains a target for the new U.S. administration under President Donald Trump, and while the final legislature and impact...
314 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.6k Views
Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"
At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...
1.7k Views
Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers
The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36...
3.9k Views