My Thesis
- Banks are outsourcing these services so that they focus on their core purpose of banking.
- Regulatory challenges call for consolidation in this field.
- Tough business to achieve scale particularly for new or small company.
- Cash is here to stay in India for a long time.
- Other verticals growing fast. i.e. managed service etc
- Skin in the game by CEO & CTO
Anti thesis
- Digital money
- VC type promoter, may offload shares
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