Thank you for the info about CMS companies – I like both CMS and Radiant, in due course, consolidation may be in the cards (depends on who acquires who and moves to pole position). May open a small tracking position for shits and grins. thanks again
while growth is a key-concern, ongoing-concern basis, what i am interested to know is – who will cannibalize the other’s business or whether they are already in entrenched positions (read how quickly can banks move from CMS to Radian – is it as simple as open-shut?). It appears both have healthy metrics and CIC is bound to increase in India – cash is king. The urban areas are see very high UPI usage, rural india still embraces solid cash (UPI may be outliers)
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