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24
MAR

Investec India 5th Annual Insurance Conference

Investec India had hosted the 5th Annual Insurance Conference on March 22 - 23, 2021. Swapna Bhandarkar spoke with Nidhesh Jain, Insurance Analyst on the key takeaways from the conference which focussed on the Life Insurance and General Insurance segments in India.
11
SEP
2020

Investec India - Global Economic Review with Philip Shaw and Mukul Kochhar

Mukul Kochhar, Co-Head Institutional Equities spoke with Investec’s Chief Economist, Philip Shaw to discuss the latest Global Economic Overview - inflation dynamics – whether the excessive money printing globally results is currency debasement, and inflation in real asset prices. This dynamic also has substantial implication for Equity prices, as reflation of Equity multiples for high growth stocks is partly predicated on expectation of low long term interest rates. Any change here should result in substantial upheaval in the very structure of Equity market rally today.
29
AUG
2020

NBFC Sector - A tale of Nine lives and manageable credit costs

Everyone on the street is awaiting for the true picture to unravel post the deadline of moratorium on August 31. Swapna Bhandarkar spoke with Nidhesh Jain, NBFC Analyst, Investec India to share some insights from his latest report - SFBs and NBFCs: COVID credit costs seem manageable.
06
AUG
2020

Indian Electricals - Plugging into the Strong Demand

Every year, Indian summer shines brightly on the electricals sector. However the severe lockdown across the country caused an impact on some of the companies.
To give us an overview on the lockdown quarter for the electrical sector is with Aditya Bhartia, Industrial Analyst for Investec India.
30
JUL
2020

Indian Banks - A look at the lockdown quarter

Amid the Covid shock, the bad loans are likely to mount to 12-15 per cent region. With the deadline for moratorium approaching, many rating agencies have issued red flags on how the financial institutions may suffer. To understand on what ails Indian banks and what the next few quarters will look like, Swapna Bhandarkar spoke with Sri Karthik, banking analyst for investec.
03
JUL
2020

Strategies to Navigate the Post Covid World with Sadaf Sayeed - CEO, Muthoot Microfin

Nidhesh Jain, NBFC Analyst, Investec India hosted Sadaf Sayeed, CEO of Muthoot Microfin, the 6th largest MFI with a GLP of Rs49bn and active client base of 1.9mn as of Mar’20. The company has witnessed improvement in collections improving from ~18% in May to 50% in June. Rural is showing marginally better collections than urban. Interestingly, in Muthoot’s experience, customers on monthly collections have better behaviour than other customers. Mr. Sayeed expects structural changes in the collection process post COVID with ~50% of collections moving to digital over the medium term. He also expects the industry to move towards individual loans which, is a trend outside India. Muthoot is investing in technology to prepare for these changes.
24
JUN
2020

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 up pace post the lockdown, though there could be higher demand for cheaper pre-owned cars. At the budget end, two-wheelers are also expected to witness better demand with more Indians preferring to commute two-wheelers over public transport. Aditya Jhawar, Auto Analyst, Investec India hosted Yadvinder Singh Guleria, Director - Sales & Marketing, Honda Motorcycle & Scooter India Pvt. Ltd. (HMSI) to discuss the recent trends in two wheelers, recovery timeline for the sector and the launch of separate channel for premium bikes in India.
20
JUN
2020

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 of the system might continue to struggle with collections of ~25% currently. This is expected to gradually improve to a 50-60% level by Sept’20 before fully normalizing by Dec’20. From a political risks perspective, between the two states of Bihar and West Bengal (WB) which are heading into elections, West Bengal seems more vulnerable but the industry seems to be banking on Bandhan to smoothen any unwanted events. Finally, liquidity flow to the sector remains the biggest risk which can force smaller MFIs to pursue aggressive collections which could lead to potential political risks.
20
JUN
2020

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 Efficiency (CE) improved in June, c) Rural is performing well where CE is expected to reach 60%+ in June, d) there are no signs of political interference yet and the possibility is low given no immediate elections (barring Bihar), e) industry losses could be similar to demonetisation with PAR30 ~20% by Dec’20 improving to 15% by Mar’21. Liquidity for the sector is of paramount importance and could reduce or exacerbate industry losses.
16
JUN
2020

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 other CXO’s, there is now a resurgence in the role of the CIO.
Nitin Padmanabhan, analyst, Investec India spoke with Rajan Kohli, President – Wipro Digital on how this change buying behaviour and how are digital spends likely to evolve.
15
JUN
2020

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 through two significant crisis in this millennium- 2000 & 2008 – Dr Deshpande had envisioned the growth of cloud and lower software development effort in early 2008.

43 episodes

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