Investec India
Insights on the Indian market.
Auto Series: Kick-Starting in a post COVID world
For the past three months auto sales have been negligible, with volumes improving gradually month-on-month. With the country now opening up, people, aware of social distancing norms, are shifting gears to buy their private vehicles. If a recent auto survey is to be believed, auto sales are going to pick…
The Risks in the Post COVID World with Harsh Shrivastava
Investec India hosted Mr Harsh Srivastava, CEO - MFIN, an Indian microfinance sector association. So far, most listed players have indicated as high as 50%+ collection efficiency in the first half of June’20. However, Mr Srivastava believes that this could still be limited to a few large players while most…
Liquidity in Lockdown- Conference call with M-Cril
Investec India hosted Mr. Sanjay Sinha (MD, M-Cril) & Mr. Sudhir Narayan (ED, M-Cril). M-Cril is a research & analytics firm with a focus on inclusive microeconomics and microfinance. Highlights of the discussion include a) MFIs continue to face liquidity constraints which, if not addressed, could be catastrophic, b) Collection…
The Evolution of Digital and the way forward
Digital has become a big part of the IT services business over the last decade. However there are winds of change that could impact the way these spends are done. While the role of the CIO has been diminishing over the last many years with technology decisions being taken by…
The Future of the Technology Services Industry with Dr. Anand Deshpande
Every crisis has redefined the technology services industry and the post COVID world is likely to be no different. Nitin Padmanabhan, IT Analyst, Investec India hosted Dr.Deshpande, Founder, Chairman and Managing Director of Persistent Systems to understand this across four vectors – Technology, People, Client and Investor. Navigating his business…
Impact of COVID-19 on FMCG Sector, a global perspective
COVID-19 has imposed several challenges on the FMCG and Retail sector across the world - social distancing measures in factories, changing consumer behaviour, loss of sales at important spots like vending machines, school cafeterias, workplace, etc can have a long term impact on the sector. Different markets are likely to…
Eating Out in a Social Distancing Era
Up until the beginning of this year, the Indian food and service industry was all set to register about 10.4 per cent Compound Annual Rate Growth (CAGR) over the next five years to reach Rs 5.5 trillion by 2022. Then the unexpected occurred, and with the ongoing pandemic, most of…
The Temp-Job market in a COVID world
The impact of COVID-19 has been severe on the job market. CMIE data suggests unemployment in India has risen to ~27%, with jobs losses in the informal and formal segment running into several millions. To understand whether the data is as bad as that, how much of this will be…
Pulse on rural consumer sentiment during the COVID 19 times
The magnitude of impact of Covid-19 could be very different from urban to rural India. To get a better perspective on the rural economy, and implications of the recent pay deferral by state governments on consumption, Investec India hosted Ms Sujatha Muthadi, Assistant Director – Dept. of Agriculture, Government of…
Autos & BFSI Series: The Ground Reality with Sharvik Shah
Investec India hosted Sharvik Shah, Director, Rajesh Motors Group. Speaking to Aditya Jhawar, Auto analyst, Investec India, Mr Shah, a veteran in the Auto & Auto Financing ecosystem, provided onground insights and reality check amid the COVID-19 crisis - dealership health, demand trends, liquidity support, what the OEMs are lobbying…
BFSI Series: Real Estate - A Financier's View
Investec India hosted Amar Merani, Managing Director & CEO, Xander Finance to understand the impact of Covid-19 on and on real estate financing. Over the past 6 years, Xander Finance has not only emerged as one of India’s premier wholesale financing NBFCs across sectors and geographies but has demonstrated strong…
Strengthening the Life Insurance Sector in the wake of COVID-19
Investec India hosted Mr Nilesh Sathe, Former Member (Life) - IRDAI to share deep insights into the Indian Life Insurance sector. Mr Sathe shared his views on the change in the regulatory scenario post COVID-19.. He also highligted the vulnerabilities in the sector that were seen during COVID-19 and should…
BFSI Series: Retail Credit - Turmoil & Opportunity
Investec India hosted Mr Ranvir Singh, Managing Director & Co-Founder, Kissht to understand the trends in the Retail Credit amid the COVID19 pandemic and lockdown. Ranvir shared deep insghts into the trends in collections and how big is the collection problem faced by the NBFCs especially in the consumer durables…
BFSI Series: Early Trends in the Corporate Loans
Investec India hosted Mr Somasekhar Vemuri, Senior Director - CRISIL Ratings to discuss the early trends in Corporate Loans amid the COVID19 crisis and the lockdown in the country. He presented his view on potential rating changes that the banking system will need to handle over the next 2 years…
BFSI Series: COVID19 impact on Indian Retail Lending
Investec India hosted Mr Ashish Singhal, Managing Director, Experian Credit Information Company of India, to provide a granular view on impact of COVID 19 on retail lending – both secured and unsecured. Hepresented his views on the risk impact on existing portfolio & the expected shift in new demand and…
Significance of counter thinking (TOC), post COVID crisis, to buck the trend
Investec India hosted Kiran Kothekar, Founding Director of Vector Consulting Group to discuss the Significance of counter thinking (TOC thinking) post COVID crisis, to buck the trend. … Vector Consulting Group is one of the largest and fastest growing management consulting firm in India. It deploys Theory of Constraints (TOC)management…
Building Materials Conf.: Ceramics - Trends & Strategies, post COVID
Ritesh Shah, Analyst- Building Materials, Investec India hosted Mr. Abhishek Somany, the MD of Somany Ceramics, to understand potential trends and strategies, post COVID. Demand trends are uncertain and priority remains on WC discipline, supporting dealers, and to make good of higher exposure to Ex tier-1 cities. Exports could move…
Building Materials Conference: Adhesives and Sealants, the way forward…
Investec India hosted Mr. Karan Motwani, HP International (Asia’s largest solvent cement maker), to better understand solvent, adhesive and sealant markets. The long term story on adhesives and sealants is sound given low penetration levels and limited ‘know-how’ in India. Channel (retail/ applicators), chemistry know-how and distributor connect are crucial…
Building Materials: Rishabh Agarwal, Director, Responsive Industries
Investec India hosted Rishabh Agarwal, Director, Responsive Industries to understand the changing landscape in the vinyl flooring sector and the impact it is seeing due to the COVID19 pandemic. There has been rapid pace of development in flooring industry and the preferences of flooring has been migrated from hardwood to…
Building Materials Conference: Cement, trends & strategies, post COVID
Investec India hosted Mr. Sreekanth Reddy, Jt. MD, Sagar Cements (NR), to understand cement trends and strategies post-COVID. Demand is uncertain and the priority is on pricing, factoring cost curve pressures. Distribution & logistics strategies will vary for each co. based on target markets. Incremental capacity additions in the South…