Posted at 5:03 PM , on August 4, 2016
What does a retrospective view look like?
Year 2016 marks the 25th anniversary of the ushering in of economic reforms. When the duo of Narasimha Rao and Dr. Manmohan Singh turned the License Raj upside down, few gave it a chance of survival. But reforms have stood the test of time and almost become irreversible. As we look back at 25 years of reforms, what are the key takeaways for corporate India? Continue reading
Posted at 5:48 PM , on May 17, 2016
But the real lessons could be much bigger than market cap!
As the Bank Nifty went through its share of tumult, a quite shift may be underway in the banking space. As the market cap of Kotak Bank crossed the market cap of ICICI Bank, the news did surprise a lot of analysts and fund managers. However, there is a big lesson in this and that pertains to how the banking industry is shifting subtly. Continue reading