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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 […]
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Valuing Newly Listed (Loss Making) Unicorns
CIO Rajeev Thakkar speaks about how to make sense of the valuations of newly listed, loss making companies. Blog suggestion by Rajeev Thakkar: https://sajithpai.medium.com/exhaust-fumes-or-understanding-startup-valuations-610897d7bcf8 Sebastian Mallaby’s book: https://neckar.substack.com/p/a-history-of-systematic-serendipity?utm_source=url&s=r
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Indian Power Sector 2.0
Research Analyst – Yashodhan Nerurkar talks about the evolving landscape of the power sector, the role of exchanges & the importance of a well developed electricity transmission grid to facilitate a vibrant power market in India.
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The Business of Cybersecurity
Fund Manager, Raunak Onkar speaks about the different aspects of the Cyber Security industry & discusses the players, the business models & how it affects enterprises & all of us on a daily basis.
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Love China or Hate China, you cannot ignore China
Rajeev Thakkar discusses the economy of China, how different leaders of the same party have performed, some of the leading Chinese companies and… why he may not consider investing in them, as of now. We also recommend you watch this documentary on Li Lu, titled “Moving The Mountain”: https://youtu.be/L6kQmoAke2A
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D2C Brands in India
Raj Mehta talks about the history and the evolution of the D2C Brands in India. He talks about how these new age companies are disrupting existing business models and in which segments we are seeing these companies flourish. He also talks about how these brands evolve through their life cycle and how does the marketing […]
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The World of Industrial Automation
During the September 2021 edition of the FOF, Raunak Onkar covered the evolution & progress of Industrial Automation and shared plenty of resources to understand its impact on the economy & society.
