Rathin Shah, Author at ValueNotes Strategic Intelligence

Who is your competitor?

Rathin Shah — Thu, 28 Jun 2018 08:15:24 +0000

In the last century, identifying competition was fairly easy. The industry comprised of companies that were selling similar products or services, and were trying to grab market share. Today, the situation has changed quite significantly. We have evolved from the

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Trouble brewing in Patanjali?

Rathin Shah — Mon, 02 Apr 2018 04:20:12 +0000

With revenue targets of Rs. 20,000 cr. by 2017-18 – a feat that many companies just dream about – Patanjali has already crossed the half-way mark. The trouble is always going to be to keep growing on the back of higher revenues.

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Electric vehicles and their impact on oil marketing companies

Rathin Shah — Wed, 28 Feb 2018 04:32:23 +0000

In Auto Expo 2018, as expected, the key area of focus was “Go electric”. Almost all automobile companies are planning to invest in developing electric vehicles (EVs). It won’t be too farfetched to say that the coming decade will see its last

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Tourism – Low-hanging fruit to increase employment!

Rathin Shah — Wed, 07 Feb 2018 07:01:38 +0000

There can be endless debates on PM Modi’s “Pakora” comment regarding employment generation. However, one thing is certain that, with lakhs of students graduating each year, there is an urgent need to create employment. If one just has to focus

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Indian Markets: Humpty Dumpty headed for a fall?

Rathin Shah — Wed, 23 Aug 2017 06:23:55 +0000

Well, many investors might already be aware that the Indian markets are too high and cannot sustain these levels unless earnings catch up. I am not going to write about whether earnings are really catching up or not, because my

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Capital goods industry revival – Are any green shoots visible?

Rathin Shah — Wed, 09 Aug 2017 05:53:01 +0000

The first quarter results have been a mixed bag so far. Yet, the Indian stock markets have reached an all-time high. While this is an ideal scenario, things don’t seem to be moving as anticipated. IIP numbers – The index

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GST – Is all well?

Rathin Shah — Tue, 27 Jun 2017 04:37:36 +0000

The much awaited goods and services tax (GST) will be implemented from the 1st of July, ushering in the most prominent tax reform since independent India. Amidst all the chaos of transition, the government has managed to stick to its

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Does the Indian economy need a slaughter ban?

Rathin Shah — Thu, 15 Jun 2017 10:51:18 +0000

The recent ban on the sale and purchase of cattle from animal markets for slaughter by the union government might resonate with many Indians. However, it will have a considerable impact on India’s economy and the livelihoods of millions of

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IT layoffs – a passing phase, or a mark of permanence?

Rathin Shah — Tue, 30 May 2017 05:06:48 +0000

A quick glance at the headlines in the last month spells doom for the IT sector. Time and again, the media sways from one extreme to another – first euphoria, and then pangs of sorrow. However, it does seem like

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The Power of observation in market research

Rathin Shah — Mon, 17 Apr 2017 05:02:16 +0000

Many a time we choose to ignore the shifts in the marketplace. They are so conspicuous that we take them for granted, and we rarely consider their impact. One does not need to be a star market research analyst to

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