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Transfin. Podcast E22: Coerce, Chase, Climb

Professor of Financial Economics and Part-time Value Investor, Transfin.
Feb 15, 2019 9:57 AM 1 min read


We like to talk Business and Finance. Figured we should do it for a living.


While briefly touching on RBI's rate-cut philosophy and then questioning what 'Customer Acquisition Cost' encompasses, we throw our take on:


Qatar's LNG Strategy and It's Push for a GST Catalyst


Qatar's exit from OPEC was propelled by its heightened focus on natural gas development. Against this backdrop, it has urged the Indian government to include natural gas in the GST regime.


Qatar being the single largest supplier of imported gas for India supplies over 8.5 million tonnes of liquefied natural gas to the country every year, and hence is pushing towards making it a more lucrative proposal for the end user.


Swiggy's Chase for Top-Line Growth


Following Ola's cue, Swiggy recently announced its foray into on-demand product deliveries with the launch of its newest offering Swiggy Stores, which will offer products from more than 3,500 stores including fruits and vegetables, kiranas and supermarkets, florists, baby care, health and supplements, among others.


We discuss how Swiggy's latest attempt to chase top-line growth is likely to play itself out.


Paytm's Pole Position in a Three-Horse Race


Paytm marched ahead in the UPI transaction race having clocked more than 221 million transactions in January. Rivals, Google Pay and PhonePe were at about 220 million transactions each. 


We throw some light on the expanding payments ecosystem in India. 


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