Corporate Tax-Cut: Implications on Markets, Portfolio & Economy
(This is a slightly edited copy of Investor Memo shared with subscribers of Stalwart Advisors’ Model Portfolio) The corporate tax rate (including cess & surcharge) in India has…
Issues in India
How to Identify Fraudulent & Fragile Companies
Who knew that the liquidity crunch which began in September 2018 would kick start one of the most sweeping clean-ups in Indian corporate history? Slowly,…
Micro Irrigation in India – A Macro View
I was speaking to a fellow value investor when he mentioned how frustrating it is to look at the shrinking universe of value stocks with…
How to fix india’s flawed education system
Before I come to the point, let me tell you where this post is coming from: In my MBA program at least half of the…