India – Policy Paralysis or Malevolent Mismanagement

Media and analysts have been wanting to describe the inability of the Congress government to pass important bills as “policy paralysis”. A large part of the economic mess we’re in has been ascribed to this paralysis.

Unfortunately this play on words is misleading and actually, quite off >>read more…

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Scale is now a clear differentiator for LPOs: Is a shake-out imminent?

Theory tells us that as industries mature, scale becomes increasingly important. ValueNotes’ latest research indicates that this is now the case with the legal process outsourcing or LPO industry in India.

Back in 2005, ValueNotes was one of the first analyst firms to track the (then fledgling) >>read more…

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Facebook and the Indian IPO market

Notwithstanding the alleged irregularities in the Facebook IPO, let’s understand that IPO markets have structurally changed over the last two decades. Increasingly, models and rules borrowed from the US have been adopted in other countries, including India.

From a time when the CCI controlled IPO >>read more…

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Urban Indians’ financial planning flawed

The recently released HDFC Life ValueNotes Life Freedom Index highlights several key lacunae in the way urban Indians plan their financial investments.

Even as we appear to be increasingly aware of the need for planning, our awareness or knowledge is limited. Many pundits have highlighted the lack >>read more…

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The ONGC Fiasco – Investors are not fools

Much has been written and said about the bungled ONGC divestment. About the fact that LIC was forced to bail out the issue. About how the pricing left nothing on the table for investors. About how regulation was twisted to enable government divestment without the traditional public issue >>read more…

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