Retail is tricky—tight margins, supply chaos, and changing tastes. Jinal Jain dives into India’s value retail space, breaking down strategies...
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Fashion
Retail is tricky—tight margins, supply chaos, and changing tastes. Jinal Jain dives into India’s value retail space, breaking down strategies...
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Retail is tricky—tight margins, supply chaos, and changing tastes. Jinal Jain dives into India’s value retail space, breaking down strategies, players, and valuations...
Family Office, Financial Planning, Financial Services, Wealth Management
Managing Rich People’s Money
At a time where wealth managers are in high demand, this video tries to explore the different business models and what motivates their decision making.Mutual Fund...
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, and how it compares...
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 industry evolving...
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 the Smartphone...