In this presentation, Raj Mehta gives an overview of the global stationery market with key players followed by deep dive into the Indian market. He also discusses various sub-segments within stationery market and what are the growth triggers for the various segments as well as key players...
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Business, Cyclical Business, Homebuilders, Industry, Investing, Knowledge, Market, Real Estate
Real Estate : Why US Homebuilders went Asset Light
Fund Manager Rukun Tarachandani explores how the business model of U.S. homebuilders has evolved, what drove their move towards an asset-light model, and how it compares to the approach of Indian real estate companies.
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Business, Cyclical Business, Hospitality, Hotel, Industry, Travel
Decoding Hotels Industry – The Asset Right Way
The hotel industry has long been known for its cyclical nature, but how are global hotel chains adapting to these cycles? And how is the Indian hotel industry evolving to follow suit? In this presentation, Ms Jinal Jain from the PPFAS Research Team explores the history of the Indian hotel...
Artificial Intelligence, Autonomous Driving, Business, China, Economy, Electric Vehicles, History, Industry, Machine Learning, Semiconductors, Supply Chain, Technology
Car is the New Smartphone? – Lessons from Chinese Electric Vehicles
After a recent trip to China, Fund Manager – Raunak Onkar wonders whether the current wave of Electric Vehicles resembles the development of the Smartphone.
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Here, Rajeev Thakkar profiles Masayoshi Son, an entrepreneur who has experienced soaring highs and gut-wrenching lows over the past few decades. While apparently being a strong believer in the adage that… “In a battle between the crazy guy and the smart guy, the crazy guy always...