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...
Author - Raunak Onkar
Raunak tracks the Technology, Pharma & Media sectors at PPFAS Mutual Fund among others. Apart from his primary areas of research he has a wide variety of interests spanning across sectors & industries. Through his presentations he has covered diverse topics from Media, Pharma, Technology, Retail (online & offline), Telecom to topics like Disruption & Business Failures which synthesizes his reading interests. He brings in his observational style to the presentations which make them engaging & provide lots of resources for further research.
Business, Cyclical Business, Industry, Knowledge, Technology
Understanding The Global Semiconductor Industry
From How Chips are made to Why we face Chip Shortages, Fund Manager – Raunak Onkar introduces us to the economics of The Global Semiconductor Industry. DOWNLOAD...
Mr. Raunak Onkar, speaks about the opportunities available for the IT Services sector, how the API Economy works & how it has helped software to...
Raunak Onkar speaks about the dominance of various financial intermediaries who have built strong data networks to provide vital financial information to users &...
Platform Companies are different from traditional businesses. Raunak Onkar discusses how technology-enabled Platform Businesses operate, scale & compete and how...
Are logistics companies becoming more like platform companies? Raunak Onkar discusses his views on the logistics space in India.
Chemicals Sector has been a wealth creator over the past decade. At our May 2019 FOF, Raunak Onkar speaks about how to analyse Chemical Businesses, the tailwinds &...
The Indian Telecom sector has seen a gut-wrenching consolidation in the past two years. Raunak Onkar speaks about what’s different now, discusses the trends &...
Mr. Raunak Onkar talks about Online Travel Agencies (OTA’s) If you’ve ever had 50 browser tabs open while planning a vacation online, this talk will help you...
Continuing with the Media series, after discussing the Video & Audio streaming business, Raunak Onkar discusses the Newspaper Business. One of the oldest...