First Cut

I share what I read and what I think adds value to the readers. Topics could vary from finance, politics, spirituality, etc. Email me at firstcut@kayals.net

Sunday, December 27, 2020

Some Charts from "Practitioners’ Insights The Indian Economy and its Currency | Sharmila Whelan" Youtube video

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  Youtube Link  https://www.youtube.com/watch?v=ji7QSxmXcIs
Tuesday, February 19, 2019

UP Equation & Modi Schemes

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Saturday, February 16, 2019

Solid progress in resolution of large bankruptcy cases (NCLT-1 list); several cases resolved or near resolution

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Wednesday, February 06, 2019

India Macro Charts

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NO ease of doing business in India

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List of issues Indian bureaucracy creates is amazing. Hope we are not creating too many barriers to drastically reduce the long ...

Ambit on BFSI Sector

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Ambit's BFSI Team is the best. Pankaj Agarwal understanding of the sector is unparalleled.
Tuesday, February 05, 2019

Investors Sector Positioning - Covers FPIs, DFI and DMFs (MS Report)

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Whole world has bought Axis Bank and ICICI Bank. Never seen such a common consensus buy call from research houses.

EV Charging Infra: Guidelines and Standards (MS Report)

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As per MS report, the EV Charging Infra guidelines are comprehensive. Challenges  include payback period for investments and  possibly ...
Friday, February 01, 2019

How is Budget for Infrastructure Sector?

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Tuesday, January 29, 2019

Interesting Article I read today

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Green energy companies see red due to cancelled tenders, low tariffs ( ET Article ) Stupid bureaucrats making a mess of the sector. "Bu...
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