All Posts By

Umang Shah, CA

Indian Oil Subsidies

Oil Subsidies Might be Here to Stay

By | Case Studies, India Equity | No Comments

There are several reasons why the domestic government owned oil companies (especially the upstream companies) are analysed with a fair bit of scepticism – their reserves fluctuate with respect to the crude oil price, their asset block is hard to figure out, the management is appointed by the Government of India and they have been saddled historically with subsidies that the government provides to its citizens.

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Indian Generic Pharma Companies

Indian Generic Pharma Companies – Miracles of a Shaman?

By | Case Studies, Investment Insights | No Comments
‘Well, in our country,’ said Alice, still panting a little, ‘you’d generally get to somewhere else — if you ran very fast for a long time, as we’ve been doing.’

‘A slow sort of country!’ said the Queen. ‘Now, here, you see, it takes all the running you can do, to keep in the same place. 

-Lewis Carroll

(Through the Looking Glass)

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