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Recent developments in AI and Investment Implications
The presentation discussed the rise of artificial intelligence and its implications. Rajeev Thakkar gave an overview of AI, from its early forms to modern large language models and generative AI. While AI has made great strides in tasks like vision, speech recognition and language processing, debates continue on whether machines have truly achieved human-like intelligence.
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Navigating the Smallcap Landscape: Opportunity and Challenges
In recent years, the Smallcap sector has garnered significant attention. This presentation employs a data-driven perspective to delve into the Indian smallcap equity market. We aim to determine if there’s a genuine opportunity within this segment and, if so, explore the challenges in capitalizing on that opportunity.
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Stepping Into The Footwear Industry
This video attempts to provide an understanding of the various aspects of the footwear industry. It highlights the similarities as well as the differences between some of larger listed and unlisted players within the country. Comfy Leather Shoes Manufacturing Process: https://youtu.be/6fOpGsUkOjU?si=s-Yzmyknib_V1MOT Palak Dalal.
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Understanding Wealth Management Industry
Research Analyst Yashodhan Nerurkar speaks about the different aspects of the Wealth Management industry & discusses the players, the business models & where the industry is heading towards with the introduction of fintechs and robo advisors.
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Understanding the Agri-Inputs Industry
This video is an attempt to break-down and understand the Agri-Inputs Industry. Abhishek Goenka – Equity Research Analyst, talks about the various sub-segments, product value chain & key drivers. Also talks about current global scenario of Agro-chemicals and major players in the Agri-Inputs industry.
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How to evaluate PSU companies
PSU’s can be a hit & miss while investing. PPFAS Mutual Fund CIO, Rajeev Thakkar walks us through various aspects while studying government owned businesses in India.
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Decoding Plastic Pipes industry in India
In this video, Raj Mehta gives an overview of the Plastic Pipes Industry of India and their evolution. This is the 3rd part of the Building materials series (1st part being tiles industry and 2nd being paints industry). He talks about various product categories as well as the major players & their strategies. He also…
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Global Snacking Industry
In this video, Raj Mehta gives an overview of the packaged foods industry of India as well as globally. He talks about various sub categories as well as the major players & their strategies. Disclaimer: Most of this industry is unorganized and it is difficult to get authentic industry data. Sources for all the data…
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Decoding Auto Ancillaries
This presentation is an attempt to decode the way that the Auto Component Industry operates and what factors should an investor keep in mind when investing in this industry.
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Understanding the Digital Advertising Business
From Mad Men to Mad Tech, the Digital Advertising industry has seen a remarkable growth & evolution in the past decades. Fund Manager Raunak Onkar, walks us through these changes.
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NeoBanks – Future of Banking
In this video we discuss how the Banking Industry has evolved globally, Concept of NeoBanks and try to understand if they are ready to overtake traditional banks.
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Understanding the Hospital Industry in India
The hospital industry is emerging rapidly due to progression in technology, increasing penetration in health insurance and growth in various lifestyle diseases across the country. Existing hospital chains are attracting fresh investment from domestic as well as international players to fund expansion in terms of investment in next-generation tools for diagnosis, geographical expansion, with a…
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Business and Capital Market Environment
Rajeev Thakkar provides a few glimpses into the variables driving today’s markets… and also looks ahead to how the transition to green energy may pan out.
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Evolution of Indian Broking Industry
Yashodhan Nerurkar – Research Analyst talks about how the Indian broking industry has come a long way from a era where brokers met physically to execute trades to an era which is led by a digital revolution; what the future looks like… and who would survive – discount brokers or traditional brokers or both?
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The World of Consumer Durables: Fast Moving Electrical Goods
An overview of the fast moving electrical goods industry along with a snapshot of some of the listed players. Please Note: A portion of the video (between 22:34 and 23:44 minutes) has been intentionally blurred.
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Understanding the World of Artificial Intelligence
Companies across sectors are talking of investments and increased productivity from Artificial Intelligence/Machine Learning (AI/ML). In this talk, Rukun Tarachandani (PPFAS MF – Fund Manager) takes a look at why & how AI/ML is making a difference to business, the challenges that companies face in adopting AI/ML and the companies that are trying to address…
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Understanding the Gaming Industry
Gaming has become our extended virtual life & Fund Manager Raunak Onkar walks us through some of the developments in the Gaming Industry & how the business of gaming works.
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Food Services Industry in India
In this video, Raj Mehta gives an overview of the Food Services Industry (FSI) of India and more specifically the QSR space. He also discusses the key metrics to keep a track of in the QSR industry and compares various players present in the industry. He compares them to the business models of global brand…
