Fallouts of Inflation
Near term macro challenges – Indian economy Global inflation is surging, roiling the Indian economy. Markets fear that steep rate hikes could be the only way out The Ukraine-Russia conflict is fuelling higher prices of food and commodities. We have no visibility as to how long the sanctions could remain in place or what course […]
Direct To Consumer (‘DTC’) Brands
When and how did it all start? It is said to have started during eCommerce 2.0 in the mid-2000’s in the US when platforms such as Shopify, BigCommerce and Magento made it possible for vertical brands to make and sell their own products directly to consumers. Brands such as Diapers.com, Warby Parker, Bonobos, etc were […]
The Economic Impact of the Russia-Ukraine Conflict
The Russia-Ukraine crisis poses a challenge, but the equity asset market is resilient The Russia-Ukraine crisis has sparked an upward spiral in commodity and oil prices. Global authorities have imposed stringent sanctions on Russia, which will put additional pressure on global supply chains. Hence, pressure on global and domestic inflation is expected to rise. Russia’s […]
Open Banking
Never in the history of Indian Banking that so much is happening, in so short a time – be it payments, lending, collections – large scale disruptions and disaggregation of different segment of banking services – by various start-ups. To top it all, open banking as a concept has started gaining traction in India with enabling infrastructure […]
Budget 2022-23: From eyes of TCF Team
Pro-growth Budget is good for jobs, investments, and elevating income levels India is well over the mid-point in the journey to becoming a $5trillion economy crossing the $3 trillion mark in GDP. The recovery in growth in the face of the global covid-19 pandemic shows the resilience of the Indian economy. But it was still […]
The Paradox of Rising Inflation
Rising inflation and taper talks make cash flows the metric to watch Global equity and bond markets are faced with a paradox. As supply-chain disruptions, rising demand, and accommodative central banks create havoc with this one major macro-economic indicator, inflation, the immediate concern for policymakers is: when is the most appropriate time to begin to […]
Investment Theme of the Month: Digital Banking
Digital Bank – NITI AAYOG paper “A Proposal for Digital Banks in India: Licensing & Regulatory Regime” Background: Nachiket Mor Report in 2014 – Payment Banks, SFBs, differentiated banking policy, harnessing narrow specialisation instead of doing everything. Payment banks – 11 licences granted only 6 are functional issue deposits, no credit but earn income from […]
TVS Capital’s Founders Day celebration – honouring the spirit of entrepreneurship
With several prominent founders and CEOs stepping out of their work and family lives to take part and share their entrepreneurial highs and lows with distinguished and elite guests and entrepreneurs, TVS Capital’s Founders’ Day celebrations witnessed a rousing start. The event drew a diverse crowd of seasoned entrepreneurs including Ms Falguni Nayar, the founder […]
The Indian IPO Boom
The Indian IPO Boom The IPO boom is a win-win for everyone The primary market is blooming. Founders, entrepreneurs, and businessmen are showing an immense zeal in getting their companies listed and publicly traded. More money is pouring into equity IPOs with this year seeing record subscriptions in several IPOs. Entrepreneurs on their side are […]
Investment Theme – Litigation Financing
Investment Theme – Litigation Financing With capital moving in search of higher yields, we have witnessed significant interest in alternative forms of investment over the past few years. This has resulted in private funds pursuing opportunities in non-traditional areas of value creation. One such area is that of Litigation financing – a “third party funding’ […]