Investec India
Insights on the Indian market.
Guruprasad Srinivasan, Chief Operating Officer – India Region
We hosted Mr Guruprasad Srinivasan, Chief Operating Officer – India Region, Quess at the Investec India Manufacturing Virtual Conclave. Quess is a leading business services provider.
Pramod Gupta, CFO and Vikas Gupta, Director - Operations, PG Electroplast
We hosted Pramod Gupta, CFO and Vikas Gupta, Director - Operations, PG Electroplast at the Investec India Manufacturing Virtual Conclave. PG Electroplast is one of India’s leading players in the EMS, Plastic Injection Moulding and Printed Circuit Boards space.
Manish Sharma, Chairman and CEO, Panasonic India and South Asia
We hosted Manish Sharma, Chairman and CEO, Panasonic India and South Asia at the Investec India Manufacturing Virtual Conclave. Panasonic is a leading consumer durable and home appliances company in India; CEO also chairs FICCI Electronics Manufacturing Committee.
Vinod Sharma, MD, Deki Electronics
We hosted Mr Vinod Sharma, MD, Deki Electronics at the Investec India Manufacturing Virtual Conclave. Deki Electronics is a leading manufacturer of wide range of film capacitors.
Jasbir Singh, Chairman and CEO, Amber Group
We hosted Mr Jasbir Singh, Chairman and CEO, Amber Group at the Investec India Manufacturing Virtual Conclave. Amber is the largest Room AC ODM/ OEM players, with widest product offering.
Ramachandran Ramamoorthy - Head - India SCM Division, Bharat FIH, a Foxconn Technology Group Company
We hosted Mr Ramachandran Ramamoorthy - Head - India SCM Division, Bharat FIH, a Foxconn Technology Group Company at the Investec India Manufacturing Virtual Conclave. Bharat FIH, a Foxconn Technology Group Company, is the largest Electronics Manufacturing Services (EMS) Company
Yadvinder Singh Guleria, Honda India speaks on demand in a post COVID-19 world
Aditya Jhawar, Auto Analyst, Investec India had hosted Mr. Yadvinder Singh Guleria, Director - Sales & Marketing, Honda Motorcycle & Scooter India (HMSI) as part of our Investec Auto Expert series. While the increase in Covid-19 intensity recently has resulted in a slight dip in enquiries, rapid vaccination, continued economic…
India FMCG Outlook for FY22
Strong rural demand saw a healthy financial performance across the FMCG sector in FY21. The year that grappled with lockdowns also saw the unprecedented rise of the online channels for distribution and sale of goods. However, with the second deadly COVID-19 wave spreading across smaller towns and villages, will the…
Vaccine Supply Modelling for India: Supplies set to improve
As India grapples with the devastating and deadly Covid-19 second wave, the vaccination drive has come as a glimmer of hope. But there are many questions surrounding this biggest drive in the world primarily around capacity and pricing. To answer these questions Swapna Bhandarkar spoke with Anshuman Gupta, India's leading…
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.
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…
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.
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.
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…
Quarterly Update on the Indian Building Material and Resources Sector by Ritesh Shah
As covid stands prolonged, Swapna Bhandarkar spoke with Ritesh Shah, Materials analyst, Investec India to understand his perspectives on the Indian building material and resources sector
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…
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…