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19 ArticlesSector Analysis

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How rising subcontracting costs could hurt margins for IT companies

Domestic software services companies have been witness to their share prices falling by 10-35% from their peak levels. One of the main reasons cited for this ...
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Simplifying India’s PSU Oil & Gas space

The oil and gas industry is one of the largest sectors in the world and one of the most complex. Investors looking to enter the oil and gas industry can ...
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Indian Aviation: Pressure on profitability to continue

It has been over a year since the outbreak of novel coronavirus. The airline industry suffered losses to the tune of ₹ 19,000 crore. The industry has been ...
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Indian Telecom Sector: Duopoly Or Hefty Tariff Hikes?

Bharti Airtel Ltd. – India’s second-largest mobile operator has significantly consolidated its position in financial year 2021. The Sunil Bharti Mittal and ...
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Mahanagar Gas: Stands out among City Gas Distributors

The city gas distribution industry is the best business to be in the entire oil and gas space. And there are reasons for it: limited regulation, low ...
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Why BPCL Was The Best Among the OMC Trio in Q4 Results

India’s three largest oil-marketing companies – Indian Oil Corporation Ltd., Bharat Petroleum Corporation Ltd., and Hindustan Petroleum Corporation Ltd. ...
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SBI Cards: Does it have an edge in India’s digital payment ecosystem?

What's with the second largest card issuer in India? SBI Cards listed in 2020. But then Covid hit, and hit hard. You can't travel so you won't hit the card ...
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Electric Vehicles in India: An evolving investment theme

Did you know Electric Vehicle Sales worldwide make up under 3% of total Auto Sales currently but this number is expected to be 25-30% over the next few years? ...
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Grounded In 2021: Airlines need more run-way

It is a double whammy for Indian airlines. Not only crude prices have seen a sharp jump, but also air traffic has started to fall. Are the airlines being able ...
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What does 5G do for India?

The next generation of high-speed mobile data, known as 5G, is being provided by nearly 140 operators in as many as 59 countries. More than 61 operators ...
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