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...
Category - Industry
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...
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...
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...
Ad Tech, Digital Advertising, Industry, Online Food Delivery, Retail
Quick Commerce – Can it revolutionize the retail industry?
Retail Industry is an age old industry which might just be on the cusp of being revolutionized. This presentation aims to explore whether...