Really sharp edition — the interplay between PE’s insurance bets, NBFC consolidation, and UPI’s shifting economics paints a clear picture of how India’s financial landscape is maturing. TCLM (Trade Credit & Liquidity Management) publishes research on credit cycles and liquidity stress across global markets, which could be a valuable complement to the fintech themes you’re tracking here.
Really sharp edition — the interplay between PE’s insurance bets, NBFC consolidation, and UPI’s shifting economics paints a clear picture of how India’s financial landscape is maturing. TCLM (Trade Credit & Liquidity Management) publishes research on credit cycles and liquidity stress across global markets, which could be a valuable complement to the fintech themes you’re tracking here.
(It’s free)- https://tradecredit.substack.com/subscribe