Luxury has always meant more than just products, it’s about desire, scarcity, and status. But can indulgence translate into sustainable investment returns? Ms. Jinal Jain from the PPFAS Research Team examines the global luxury retail industry, its timeless business moats, and how...
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Business, Cyclical Business, Industry, Investing, Luxury, Retail
Luxury Retail: Investing in Indulgence
Luxury has always meant more than just products, it’s about desire, scarcity, and status. But can indulgence translate into sustainable investment returns? Ms. Jinal Jain from the PPFAS Research Team examines the global luxury retail industry, its timeless business moats, and how...
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Understanding the General Insurance Sector and its financials
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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. Is there still value, or are these ‘bargains’ costing too much?
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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 investments are subject to market risks, read all scheme related documents carefully.*
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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 also discusses various sub-segments within stationery market and what are the growth triggers for the various segments as well as key players...
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 to the approach of Indian real estate companies.
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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 to follow suit? In this presentation, Ms Jinal Jain from the PPFAS Research Team explores the history of 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 the Smartphone.
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Here, Rajeev Thakkar profiles Masayoshi Son, an entrepreneur who has experienced soaring highs and gut-wrenching lows over the past few decades. While apparently being a strong believer in the adage that… “In a battle between the crazy guy and the smart guy, the crazy guy always...
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Business, Cyclical Business, Industry, Investing, Luxury, Retail
Luxury Retail: Investing in Indulgence
Luxury has always meant more than just products, it’s about desire, scarcity, and status. But can indulgence translate into sustainable investment returns? Ms. Jinal Jain from the PPFAS Research Team examines the global luxury retail industry, its timeless business moats, and how...
Download the Presentation
Understanding the General Insurance Sector and its financials
Download the Presentation
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...
Layout A (with pagination)
Business, Cyclical Business, Industry, Investing, Luxury, Retail
Luxury Retail: Investing in Indulgence
Luxury has always meant more than just products, it’s about desire, scarcity, and status. But can indulgence translate into sustainable investment returns? Ms. Jinal Jain from the PPFAS Research Team examines the global luxury retail industry, its timeless business moats, and how...
Download the Presentation
Understanding the General Insurance Sector and its financials
Download the Presentation
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. Is there still value, or are these ‘bargains’ costing too much?
Download the Presentation
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 investments are subject to market risks, read all scheme related documents carefully.*
DOWNLOAD THE PRESENTATION