The Year Ahead
The global economic outlook presented here is a collation of the consensus views of multiple large brokerages and asset managers globally, including the likes of Goldman Sachs, Citi Wealth, Morgan Stanley, and HSBC. Key Takeaways: 1. There is high potential for a global recession in 2023 – with a marked impact on the Eurozone and […]
TVS Capital named BFSI Investor of the Year 2022 at APEX’23 PE-VC Awards
TVS Capital Funds (TCF) received the BFSI Fund of the Year 2022 Award as part of Venture Intelligence APEX‘23 Private Equity & Venture Capital awards event in Mumbai. The Venture Intelligence “Awards for Private Equity Excellence” (APEX) is dedicated to celebrating the best that the Indian Private Equity & Venture Capital industry has to offer. The […]
Housing Finance in India
Overview: The housing finance market in India has been rapidly growing driven by a significant increase in demand for housing loans in the recent years. Market growth is primarily driven by factors such as urbanization, population growth, and rising income and affordability levels. Housing finance AUM has grown from $83 B in 2012 to $322B […]
RBI’s prognosis on state of Indian Economy
The coming decade will mark India’s ascent on the world stage, states RBI’s Bulletin on State of the Economy While the Indian and global economy is putting out mixed signals in its direction in the short run, the longer-term picture paints an optimistic outlook. With 2023 well underway, the long-awaited signs that inflation pressures are waning […]
SME’s and Employees Health Insurance
India has about 63 million MSMEs which employ 330 million people and contribute to 30%+ to India’s GDP. Only 5 percent of these firms provide health insurance to their employees. The key reasons for this are attributed to the following: MSMEs paying less attention to health insurance owing to high premiums. The small employee base […]
India’s Growth story reinforced
As a tumultuous year comes to an end, the big question is whether the economy will reflect much of the optimism that we are seeing in the equity markets? Fortunately, there are ample signs that the worst is about to be over, but in the coming year at best we could still see a prolonged […]
Loan Distribution Platforms
It is a well-known fact that penetration of credit in India is significantly lower than other emerging markets – both for individuals as well as MSMEs due to a large spectrum of challenges. Domestic credit to GDP in India is ~55% and has improved nominally from 52% in the last decade. Comparison with other economies […]
INDO-UK TIES TURNING A NEW LEAF
While an Indian-origin Prime Minister at the helm in the United Kingdom is a rarity, the Indo-British cultural business has a long and rich history. These ties are expected to be further strengthened with the revival in the Free Trade Agreement, which was initiated in January 2022. Britain’s Prime Minister Rishi Sunak’s strong Indian ties […]
Social Investing
What is social trading/investing? Social trading is a concept which involves traders copying the trades of another trader/investor who has demonstrably better experience than the former or have historically gained good returns by investing or trading in the markets. For example, Warren Buffet, Rakesh Jhunjhunwala etc have had their portfolios copied by many passive investors; […]
NATIONAL LOGISTICS POLICY – A GAME CHANGER
NATIONAL LOGISTICS POLICY – A GAME CHANGER India’s logistics overhaul with the transformational National Logistics Policy reflects a massive potential waiting to be tapped India’s mega-plan to overhaul its logistics network by implementing the National Logistics Policy highlights the growing importance and the huge growth potential of the logistics sector. With firms spending a ton of money on […]