Nokia is  already losing the smartphone wars to Apple and Google in the developed markets.So the low end segment is where it is relatively insulated from competition from these technology giants.However local players in the Indian market are nipping at its heels even in this segment. It like a pack of dogs bringing  down a […]

The Indian Government under the Jawaharlal Nehru Solar Mission has proposed ambitious plans for the development of solar energy with a 20 GW target by 2022. This implies almost 1 GW of solar energy to be installed per year in the country.At the current prices that is an impressive $4 billion in investment per year.Naturally […]

India has been hit with a wave of extremely low quality IPOs in the recent past . These offerings have extremely poor fundamentals and plunge immediately after listing or become a case of “pump and dump” . Nitesh Estates is not only belongs to the  almost impossible to value “real estate” sector,it has a very […]

I have been writing about the rash of low quality offerings in the Indian market.Many of these companies are trading  below their list prices because  investors are refusing to chew on these low quality names.Despite the market volatility seen in the wake of the last week’s Greek crisis,India seems set to see more offerings.While some […]

India’s Telecom Market is a unique market in a lot of ways.The differences are Second Largest Potential Market in the World Cheapest Rentals in the World HyperCompetitiveness with 12-13 players compared to 3-4 in most other markets One of the highest population teledensities making spectrum a scarce resource Very Low ARPU’s due to low per […]

I have been wondering whether the rash of low quality IPOs in the Indian markets is the sign of a market top. There have been numerous IPOs with extremely poor fundamentals in the recent 3 months.Most of these companies fell on the first day of listing while other listings increased for some time before eventually […]