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, 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.
Download Presentation
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...
In this video we explores India’s payments ecosystem, focusing on its growth, structure, key players, and future trends.
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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 “Quick Commerce” as a format is desirable, both from a practical point of view as well as a financial point of view relative to the Kirana...
The global flavors and fragrances market size is estimated at USD 30.4 billion in 2023. The industry is driven by rising demand and preference for processed food, personal care & cosmetic products globally. Rising disposable income in emerging economies like India and China coupled...
Are Business Families destined to fail across generations? It depends on who you ask. Raunak Onkar (Fund Manager & Research Head at PPFAS Mutual Fund) taps into the history of several business families in India & outside. He discusses the common themes for success & failure of...
Family Office, Financial Planning, Financial Services, Investing, Knowledge
How to choose a Fund Manager?
In this presentation, Mr. Rukun Tarachandani delves into the process of identifying good fund managers. He begins by exploring the debate between active and passive investing, questioning whether it’s worth the time and effort to choose a fund manager. He then moves on to discuss...
In this video, Raj Mehta tries to cover different aspects of personal taxation. This is continuation of the Wealth Management series where different aspects of personal finance are being covered. Apart from the taxation rates, he also tries to cover NRI taxation, foreign remittances...
Layout A (combined with B)
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.
Download Presentation
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...
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...
In this video we explores India’s payments ecosystem, focusing on its growth, structure, key players, and future trends.
Download presentation
Layout A (with pagination)
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.
Download Presentation
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.
Download presentation
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...
In this video we explores India’s payments ecosystem, focusing on its growth, structure, key players, and future trends.
Download presentation