Home construction market in India
Home construction being one of the oldest industries known to mankind, is on the cusp of a rapid transformation in India. With Internet penetration bringing information access to the remotest corner of the country, it brought along efficient construction practices and awareness among consumers. Population growth, Urbanisation and rise of nuclear families being the key […]
India’s Drone Industry – Emerging Investment opportunity
Overview: Drones are unpiloted aircraft that are either remotely controlled by an operator or autonomously by onboard computers. Though at a nascent stage, drones are commonly used for military and commercial purposes, including surveillance, crop protection spraying, surveying construction projects, filmography, among others. With technological developments and ease of reform, the application of drones is expected […]
India @ 75: Brimming with opportunities
At this juncture, when we at TVS Capital Funds, attempt to unravel our journey to India@75, we vividly recall the words of our Member of our first Board, Shri C.K.Prahlad, whose vision inspired us to empower next gen entrepreneurs. When asked to speak in the year 2007 on the occasion of celebration of India@60, he rightly positioned his […]
Financial Institutions – Soundness And Resilience
FINANCIAL INSTITUTIONS – SOUNDNESS AND RESILIENCE (From RBI lens) Indian banks bolstered risk absorbing capacity and should withstand severe stress The financial turmoil due to covid-19 posed a risk to the financial stability of banks. The government and the RBI unveiled large doses of policy and regulatory support to the banks and financial institutions to […]
HR Tech – Growing Opportunity – “Lower participation of workforce in formal economy and increasing demographic divide”
The Indian job market continues to be upbeat as companies are going ahead with their hiring plans for the July-September quarter despite macroeconomic headwinds from high inflation, rising cost of money and ongoing geopolitical tensions. The Teamlease Employment Outlook Report showed that more than 61% companies intend to hire for white-collar and blue-collar roles in […]
Fractionalization of Assets – ‘Democratising access to Alternate Investments’
Fractionalization of Assets – ‘Democratising access to Alternate Investments’ Asia and the emerging economies, especially India, are poised for the next big growth in alternative investment products and are primed for the next wave of alternative growth. As of May 2022, over 900 AIFs had been registered with the Securities and Exchange Board of India […]
INFLATION and GROWTH – Global and Indian Perspective
Fed in on the inflation offensive and it is time for consolidation The US Federal Reserve has taken a determined stance against inflation raising its key benchmark rates an aggressive 75 basis points at the latest FOMC meeting in one of the highest rate hikes since 1994. The US Fed’s rate spike comes after a […]
RBI and economic challenges
The economy must look beyond FY22 challenges Intro: With a global stagflation-like condition, the economic ground work for a revival next year is underway. While there is much market mayhem going on, the economic front is facing an uphill battle in showing good growth rates. There was a glimmer of a revival after the pandemic […]
Digital Banking Units – a perspective
Digital Banking Units – a perspective RBI has recently released guidelines for Digital Banking Units [DBU] in pursuance of budget announcement to open 75 DBUs this year. Hon’ble PM would be launching commencement of operations of DBUs on August 14, 2022. DBU is a specialised fixed point business unit housing a certain minimum digital infrastructure […]
Insurance Broking Business– An investment perspective
Insurance Broking Business– An investment perspective Background: The overall size of insurance industry as measured in terms of Total Premium was ₹ 8,27,500 Crores (US$ 110 billion) in FY 2021 as per data collated from IRDA. This industry is expected to grow at a 17.8% CAGR to reach ₹ 39,00,000 Crores (US$ 520 billion) by […]