Diamonds are aspirational. Diamonds are forever. Diamonds are a girl’s best friend.Diamonds are also expensive. Diamonds are a poor investment. Diamonds are not ESG friendly. Enter LGD (lab grown diamonds) which have the same characteristics …
As per past global data, consumer spending especially in the high-end luxury segment explodes as a country’s per capita income rises from lower middle to upper middle income level. India’s present per capita income is …
At first glance, there seems to be no similarity between the science based pharmaceuticals industry and the fine arts based music industry. Surprisingly, there is one characteristic that makes their business model eerily similar viz …
Advent of Generative Artificial Intelligence (AI) and Data Science is being considered by some experts to be as world changing as the transition from horses to cars. Time will tell whether human life changes as …
Entertainment, Travel, Luxury purchases, Eating Out/Ordering-in, etc. These aspirations accompany rising incomes across the length and breadth of the globe. And this universality gives investors of developing economies an opportunity to foresee the consumption patterns of …
BSE celebrated its 149th Foundation Day on 10th July 2023 with perhaps much more enthusiasm than in the past couple of decades when it kept losing market share to the new more efficient, tech savvy …
Most air travellers would have availed lounge access in domestic and international airports through their debit or credit cards. They would also have correctly figured that card issuing entities like HDFC Bank, SBI, ICICI etc …
Dreamfolks – Can it be a proxy for high consumer and premiumization spending Read More »
Indian pharma industry saw its sunny days between 2010 and 2015 when drug patents worth $100 expired. Indian companies saw phenomenal growth due to generics exports. The Nifty pharma index went up 4x during this …
Paytm is synonymous with digital payments and is one of the leading players for digital transactions in India. Earlier, its revenue streams were fluctuating but with passage of time, they have become crystallized into following …
Nexus Trust is a REIT (Real Estate Investment Trust) sponsored by Blackstone. It came out with an IPO in May 2023 at a price of Rs 100 which expanded its unit base to 151.5 cr …
