12/4/2023 0 Comments Pure indian restaurant rush![]() ![]() We are far more comfortable owning what we understand and I think a lot of the fintech plays ultimately will have to collaborate with money center banks because India is not China or the US. It is a little difficult for us to analyse at Girik. ![]() ![]() One has to really decide what they want to pay for this and waiting several years for cash flows and running losses and not see monetisation of customers in the near future something we do not have the ability to do. Do they even own the customers? Time will tell. In the case of Paytm, we have seen that the customer mix is more at the low end. Stock score of Bajaj Finance Ltd is 4 on a scale of 10.
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