Loan Distribution Platforms

It is a well-known fact that penetration of credit in India is significantly lower than other emerging markets – both for individuals as well as MSMEs due to a large spectrum of challenges. Domestic credit to GDP in India is ~55% and has improved nominally from 52% in the last decade. Comparison with other economies […]
INDO-UK TIES TURNING A NEW LEAF

While an Indian-origin Prime Minister at the helm in the United Kingdom is a rarity, the Indo-British cultural business has a long and rich history. These ties are expected to be further strengthened with the revival in the Free Trade Agreement, which was initiated in January 2022. Britain’s Prime Minister Rishi Sunak’s strong Indian ties […]
Social Investing

What is social trading/investing? Social trading is a concept which involves traders copying the trades of another trader/investor who has demonstrably better experience than the former or have historically gained good returns by investing or trading in the markets. For example, Warren Buffet, Rakesh Jhunjhunwala etc have had their portfolios copied by many passive investors; […]
NATIONAL LOGISTICS POLICY – A GAME CHANGER

NATIONAL LOGISTICS POLICY – A GAME CHANGER India’s logistics overhaul with the transformational National Logistics Policy reflects a massive potential waiting to be tapped India’s mega-plan to overhaul its logistics network by implementing the National Logistics Policy highlights the growing importance and the huge growth potential of the logistics sector. With firms spending a ton of money on […]
Home construction market in India

Home construction being one of the oldest industries known to mankind, is on the cusp of a rapid transformation in India. With Internet penetration bringing information access to the remotest corner of the country, it brought along efficient construction practices and awareness among consumers. Population growth, Urbanisation and rise of nuclear families being the key […]
India’s Drone Industry – Emerging Investment opportunity

Overview: Drones are unpiloted aircraft that are either remotely controlled by an operator or autonomously by onboard computers. Though at a nascent stage, drones are commonly used for military and commercial purposes, including surveillance, crop protection spraying, surveying construction projects, filmography, among others. With technological developments and ease of reform, the application of drones is expected […]
India @ 75: Brimming with opportunities

At this juncture, when we at TVS Capital Funds, attempt to unravel our journey to India@75, we vividly recall the words of our Member of our first Board, Shri C.K.Prahlad, whose vision inspired us to empower next gen entrepreneurs. When asked to speak in the year 2007 on the occasion of celebration of India@60, he rightly positioned his […]
Financial Institutions – Soundness And Resilience

FINANCIAL INSTITUTIONS – SOUNDNESS AND RESILIENCE (From RBI lens) Indian banks bolstered risk absorbing capacity and should withstand severe stress The financial turmoil due to covid-19 posed a risk to the financial stability of banks. The government and the RBI unveiled large doses of policy and regulatory support to the banks and financial institutions to […]
HR Tech – Growing Opportunity – “Lower participation of workforce in formal economy and increasing demographic divide”

The Indian job market continues to be upbeat as companies are going ahead with their hiring plans for the July-September quarter despite macroeconomic headwinds from high inflation, rising cost of money and ongoing geopolitical tensions. The Teamlease Employment Outlook Report showed that more than 61% companies intend to hire for white-collar and blue-collar roles in […]
Fractionalization of Assets – ‘Democratising access to Alternate Investments’

Fractionalization of Assets – ‘Democratising access to Alternate Investments’ Asia and the emerging economies, especially India, are poised for the next big growth in alternative investment products and are primed for the next wave of alternative growth. As of May 2022, over 900 AIFs had been registered with the Securities and Exchange Board of India […]