Investec India
Insights on the Indian market.
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…
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…