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Author: TCF Admin

Regulatory Technology

Regulatory Technology With the acceleration in digitisation becoming a staple part of all investment themes, we are beginning to witness increased burden on the risk and compliance functions – especially in the financial services industry. Moreover, these companies are not only expected to swiftly adapt to these pressures, but also do it in a cost-effective […]

Three Decades of Economic Reforms

Three decades of economic reforms has unfolded a golden era for Indian capital-market and private-equity investors  The past three decades have not been without its ups and downs, but it belongs squarely to India. Indeed, India’s economic revival owes its roots to the reforms of 1991. After struggling with a dire balance of payments situation, the Indian government ushered in urgent and bold […]

Investment Theme: Retail Participation in Debt Markets

Government Securities For most countries across the world, direct access to the bond market was the preserve of banks, financial institutions, and corporates with large treasury operations. However, as of February this year, we have seen a major structural reform as the RBI has granted retail investors direct access to the domestic market for government debt. Though, […]

Fed Policy to potentially disrupt valuation curve in the PE market

The direction of the US Fed’s interest rate policy holds significant importance in the context of how capital flows into emerging markets. The moot question is how much of an impact it will have on cross-country flows. The other significant issue that could tilt sentiment heavily on the risk side is the perception people hold […]

Investment Theme: Retail Assortment Management

The concurrent growth of e-commerce with digitised retail solutions have resulted in increased customer expectations from retailers. Most retailers have only one opportunity to satisfy their customer’s needs, as unavailability of a certain product will potentially result in them moving to their competitors. In addition, customers are now more price conscious than ever with loyalty becoming harder […]

Investment Theme of the Month: Agri

Investment Theme of the Month: Agri With India ranking 103 out of 119 in the Global Hunger Index in 2018 and at the same time wasting 40% of all harvested agricultural produce – it is surprising that only in the last few years have investors opened their eyes to the value potential in Agriculture. India […]