In this presentation, Shantanu Bawari compares the business model of Airports to a “toll bridge”. He then provides an in-depth analysis of the airports’ operations, covering the key kinds of services, unique expenses and finally profitability. He also examines items one...
In this presentation, Shantanu Bawari compares the business model of Airports to a “toll bridge”. He then provides an in-depth analysis of the airports’ operations, covering the key kinds of services, unique expenses and finally profitability. He also examines items one...
The Life-Science Tools & Diagnostics sector forms the essential infrastructure that powers modern drug discovery, development and clinical decision-making. It spans high-precision instruments, consumables, software and diagnostic platforms used by pharma, biotech, CROs, academic labs...
In this presentation, Shantanu Bawari compares the Indian stock exchange business model to a “toll bridge”. He then provides an in-depth analysis of the exchanges’ operations, covering their offerings and few unique expenses. He also examines the unit economics of key...
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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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...
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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In this presentation, Shantanu Bawari compares the business model of Airports to a “toll bridge”. He then provides an in-depth analysis of the airports’ operations, covering the key kinds of services, unique expenses and finally profitability. He also examines items one...
The Life-Science Tools & Diagnostics sector forms the essential infrastructure that powers modern drug discovery, development and clinical decision-making. It spans...
In this presentation, Shantanu Bawari compares the Indian stock exchange business model to a “toll bridge”. He then provides an in-depth analysis of the...
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...
Download the Presentation
In this presentation, Shantanu Bawari compares the business model of Airports to a “toll bridge”. He then provides an in-depth analysis of the airports’ operations, covering the key kinds of services, unique expenses and finally profitability. He also examines items one...
The Life-Science Tools & Diagnostics sector forms the essential infrastructure that powers modern drug discovery, development and clinical decision-making. It spans high-precision instruments, consumables, software and diagnostic platforms used by pharma, biotech, CROs, academic labs...
In this presentation, Shantanu Bawari compares the Indian stock exchange business model to a “toll bridge”. He then provides an in-depth analysis of the exchanges’ operations, covering their offerings and few unique expenses. He also examines the unit economics of key...
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
