The domestic healthcare sector represents a confluence of seemingly contradictory trends.
There is no link at all between economic growth and stock market returns either in India or anywhere else in the world.
Without enticing the households back to the banking system, the economy is unlikely to revert to the high growth trajectory.
The Internet has become a giant hairball of choice-inhibiting noise and the need to make sense of it all has never been more acute.
India needs to re-import its asset management industry.
My meetings over the fortnight spanning July and August with over 40 institutional investors spread across four countries point to the following bull and bear stories being the flavours of the moment.
Techcircle Mobile Forum 2013
India Angel Summit 2013
VCCircle Financial Services Summit 2013
Techcircle SAAS Forum 2013