India Equity View: CY2021 – Great Expectations
Indian equities delivered surprisingly good returns in CY20.Further, the Covid-19 induced transitionary economic recession implies that for equities, CY21 has begun in the proverbial ‘Goldilocks’ zone with great expectations. So what do the equity ma...
Direct to Consumer (D2C) brands: The Next Wave of Shopping in India
Consumption patterns in India are evolving. With rise in online shopping and spurred by the opportunity to capitalize on white spaces and a more demanding consumer, new-age brands are emerging. Eyeing a $100bn addressable market by 2025, direct-to-cu...
Staffing for IT services: A perspective
Staffing industry makes a vital contribution to the economy and provides easy access to jobs and career opportunities. Historically, the global staffing industry has outpaced labor market growth and has grown by 5% CAGR between 2010 and 2018.
Covid has energized adoption of the digital ecosystem – and the change is likely to be permanent
The exigencies of the current situation are moulding our habits and our lifestyles. The Covid crisis has prompted a change in consumption behaviour on how and what we consume across categories and how we pay for them. These changes in user habits are...
The Economics of Electric Vehicles in India
EVs are expensive than ICE vehicles. But their high capex cost is offset by their significantly lower opex cost. Thus, Total Cost of Ownership (TCO) is an important element of EV purchase decision. Do EVs make economic sense in India at present time?
Healthcare BPO: US Healthcare + Offshoring = Attractive High Margin Scalable Business
Healthcare BPO has become a globally accepted model driven by several initiatives introduced by providers and payers. Attractive market opportunity, critical and counter-cyclic nature, tech-enabled transformation, high margins, and barriers to entry...