Author: Lakewater Advisors

The founder, Pankaj Singhania, is a Chartered Accountant and Cost Accountant. He has a distinctive knack for analyzing company fundamentals in tandem with management credentials.

NBFCs in India – India’s Growth Counterpart

Reading Time: 6 minutes This analysis has been done by Pankaj Singhania, the founder of Lakewater Advisors. The original article can be read here. Indian economy is undoubtedly going through turmoil with unemploymentat its peak (at 6.1%), high consumer price index (149.10 points), andlow performance in almost all the sectors, with banking being thehighlight. However, while the Non-Performing Assets […]

DMart vs Reliance Retail – Who Will Win?

Reading Time: 9 minutes Source link | Twitter Profile The Retail Space puts India’s two richest men in a face-off Highlights • Indian retail industry has developed as one of the most dynamic and fast-paced industries and gained a 5th position in the world retail space. • Indian’s retail sector is experiencing exponential growth and is expected to reach […]

$5 Trillion Indian Economy by 2024 – A dream too high?

Reading Time: 10 minutes Introduction There has been immense debate about the Government’s ambitious target in the Union Budget 2019 of making India a $5 trillion economy by 2024. In the current environment of economic slowdown due to pandemic, this outlook now seems even more ambitious. However, India is fundamentally well-poised for a persistent growth drive; which makes Lakewater […]

Polycab India Ltd. – Review

Reading Time: 7 minutes Highlights • Past few years have seen robust investments in the power and infrastructure sectors. This has supported the growth of wires and cables market, along with government incentives. • The manufacturing base comprises 1/3rd of the unorganized sector of the wires and cables sector, the remaining 2/3rd is dominated by few major players. Polycab […]

Bajaj Finance – The Northern Star amidst NBFCs

Reading Time: 8 minutes Introduction Here are some common myths surrounding family-run businesses. ‘’It is impossible for a family business to run successfully for more than two generations’’. ‘’Family business means bad decisions, conservative outlook, and slow progress’’. ‘’Most family-run businesses are led badly and are under-governed’’. Each of the statements above has been proven wrong by the family […]

Compete not Boycott – Lakewater Advisors

Reading Time: 6 minutes Necessity of trade relations among countries According to economist David Ricardo, trade between countries is driven by comparative cost and not absolute cost. The simple explanation is comparative advantage allows a country to accrue benefits from trading. Exporting the products that has high absolute cost advantage and importing the ones that has less absolute cost […]

Will India be able to combat Corona Wave?

Reading Time: 5 minutes Abstract All of us areaware by now the havoc that has been caused by COVID 19 all over the world, especially in Europe and USA.“The worst economic crisis since 2008”, “The FTSE sees its biggest hit since 1987”- intimidating isn’t it?It’s because saying “It’s a setback” and “We will recover” doesn’t gain the media hits that publicising […]

Budget 2020 decoded for investors

Reading Time: 3 minutes Budget Analysis for investors by Pankaj Singhania, Founder of Lakewater Advisors Given the Indian economy is in low phase in terms of numbers for quite a period of time, countrymen were expecting positive consideration in the Budget 2020. But the expectations were not met and stock market flagged a red signal to Finance Minister – […]

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