In continuation with our last post on Domino’s in India (Jubilant Foods) where same store sales growth has been falling, we’ve been asked about how ...
Today we look at a strange development in the world markets. It's an event that is causing rates to rise. And it's not the Fed. It's the LIBOR. The London ...
Bank Nifty went mad today. It was up some 400 points and still climbing. Even then, there was a strategy. We noted this on Slack, and this is where Uncle Theta ...
Reliance is disrupting the game again in telecom. A decade after it launched the ultra cheap mobile phone and forced every operator to cut rates by half or ...
RBL Bank Listed today. And it went up some 30%, a big listing pop. But at the same time, we find that data on the macro, and in banking, isn’t all that ...
In Macronomics today, we’ll take a look at this whole FCNR thing once again, before the storm comes. We spoke of it in December 2015. (Read: The story of ...
