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INSIGHTS THAT MATTER

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Nikhil Mehra – The Emergence of Indian Couture

Investment Outlook, Published Feb 17, 2019

Download Report Contact Nikhil Mehra Co-founder and Design Director at Shantanu and Nikhil Design. Indian couture has been a space of trend and anti-trend which has observed consistent change, thanks to the influx of millennials. Overview The current generation wants an opportunity to create and have fun without getting bogged down by tradition. These newer…

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Naveen Munjal – On Your Mark, Get Set – 2, 3 and 4

Investment Outlook, Published Feb 17, 2019

Download Report Contact Naveen Munjal Managing Director at Hero Eco. The fastest adoption and conversion of conventional vehicles to that of electric is initially expected to be in the two-wheeler and three-wheeler segments. Overview By 2022-23, the balance of price-performance equation is expected to shift in favour of lithium-ion batteries, thereby, making mass adoption of…

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Mark Mobius – The Return of Emerging Markets

Investment Outlook, Published Feb 17, 2019

Download Report Contact Mark Mobius Founder of Mobius Capital Partners LLP. Developing economies are well positioned to generate significant and sustainable returns in 2019. Overview The sharp drop in currencies and the downturn in emerging markets give investors double the opportunity for a potential upside. Countries like Argentina and Turkey, can offer the greatest opportunities,…

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Gurcharan Das – Where is the Iron Man?

Investment Outlook, Published Feb 17, 2019

Download Report Contact Gurcharan Das Indian Author, Commentator and Thought Leader. India needs gritty politicians to hard-sell market reforms and bring us back to 8% growth path. Overview We would have been growing at 8% plus rates, if not for the double whammy of a bad start on GST and demonetisation. Favourable demographics, high savings…

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