Author: Sneh Kagrana

Sneh loves to write about the things that surround the financial system of the world. He shares his wisdom on a daily basis through his new venture - Daily Shots.

MicroFinance Overview – My Learning Depot

Reading Time: 5 minutes Microfinance is a predominantly small ticket size, unsecured loan. Risk related to unsecured credit means high NIMs and higher RoE. This higher RoE in microfinance gets normalized by credit events ( AP crisis, floods) where non-performing assets see a spike, eating away the excess returns generated during good times. It is also important to note […]

Max Healthcare Analysis – The King in Medical Industry?

Reading Time: 10 minutes Overview Max healthcare was formed as an equal joint venture between Max India and Life Healthcare, South Africa with each owning a 49.7% stake. It was headed by Mr Analjit Singh, son of Bhai Mohan Singh, founder of Ranbaxy Laboratories. Its first hospital, Max Multi Speciality Centre, Panchsheel Park began its operations in the year […]

NEGATIVE INFLATION – My Learning Depot

Reading Time: 5 minutes Central Banks around the world are busy printing money (not exactly like what you saw in Money Heist but by clicking a button on the computer) to fight the economic catastrophe brought by the CoronaVirus, from this stems the widely debated fear of inflation. But, we are not going to talk about inflation. We will […]

Sajal Kapoor IIC Webinar Notes and Summary

Reading Time: 5 minutes Credits – IIC, Sajal Kapoor Link: https://indianinvestingconclave.com/recordings/97 Why CDMO? Need necessary experience to scale up the production, with new technology and regulatory  compliance Innovator mitigates the risk – of drug failing and capacity built for it going redundant before commercial launch Additional manufacturing capacity Reduced/Avoiding OpEx – Even without any revenues, there is some expenditure […]

Back To Top