Are logistics companies becoming more like platform companies? Raunak Onkar discusses his views on the logistics space in India.
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.
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...
At Financial Opportunities Forum (Apr 18th, 2018) Raunak Onkar discusses how the Music Industry has evolved with the adoption of technology and how it has changed the...
Raunak Onkar talks about the evolution of the Media Value Chain as streaming & subscription services have started to dominate viewers’ wallet share & argue...
If you’ve ever felt the Pharma sector is too difficult to understand, you’re probably right. With a lot of moving parts & uncertainty about the future...
Raunak Onkar, Head of Research at PPFAS Mutual Fund, speaks about the state of modern, physical retail stores in the wake of store closures and bankruptcies.