Avendus Eye

Thought leadership articles, insights
and viewpoints by Avenders

Asset Management

June 2019

Recent red alerts on environment and how they may affect investments!

History is made of turning points and we may be at the cusp of such a moment today as we face the onslaught of climate change and environmental degradation, in our daily lives.

Read Time: 6 minutes

Investment Banking

June 2019

Investing in distress – A gold mine or land mine?

We are witnessing a once in a lifetime fire-sale of assets in India and what makes it exciting is that certain strategic assets can be acquired at a deep discount to its replacement value. Assets that have limited operational issues and are only financial distressed can make for a good acquisition.

Read Time: 6 minutes

Asset Management

May 2019

Investment Risks in Capital Markets

Bhautik Ambani in conversation with Vaibhav Sanghavi on investment risks in Capital Markets.

View Time: 5 minutes

Wealth Management

May 2019

Investment Trend Alert: An emerging market for employee shares in unlisted companies

In the early 1990s, the stock market acted not only as a primary source of financing to new businesses, but was one of the key avenues for the investor community to allocate capital.

Read Time: 4 minutes

Credit Solutions

April 2019

Click for a loan!

Technology is helping NBFCs finance the ecosystem of India’s mid-market enterprises. An estimated market size of 1 trillion dollar over the next 5 years is wide open for online digital lending.

Read Time: 5 minutes

Asset Management

April 2019

Why ESG is a material issue in contemporary financial analysis

Research evidence supports the fact that ESG investing is delivering superior returns and that companies with strong sustainability scores show better operational performance and are less risky. Investment strategies that incorporate ESG issues outperform comparable non ESG strategies.

Read Time: 6 minutes

Asset Management

March 2019

What is ESG Investing?

Abhay Laijawala, Fund Manager, Avendus India ESG Fund in conversation with Melissa Brown, Advisor to the Avendus India ESG Fund and a Board Member of Sustainalytics, a global leader in ESG and corporate governance research and ratings.

View Time: 13 minutes

Investment Banking

March 2019

AWS Cloud Services: Adding thunder to cloud computing industry

Technology industry is growing faster than global GDP with tech firms leading the list of most highly-valued companies in financial markets across the world. Cloud computing is one of the secular macroeconomic trends driving this USD 3.8 trillion industry.

Read Time: 4 minutes

Investment Banking

February 2019

Changing investment landscapes : The rise of India’s warehousing and logistics sectors

The Indian industrial warehousing and logistics sector has come a long way in the last three years. Major transformations in the market, such as the rapid rise of e-commerce, have led to an increased demand for warehousing in the country.

Read Time: 7 minutes

Investment Banking

February 2019

Building a sustainable, high-growth business through effective cost management

The practice of strategic cost management has been around for several decades, but only now is it starting to percolate into India’s rapidly expanding economic startup community; which, with over 5,200 start-ups, has emerged as the third-largest start-up ecosystem in the world.

Read Time: 8 minutes

Investment Banking

January 2019

Five trends that could fuel M&A activity in India

Let us try to put a perspective on the corporate trends that have evolved in our country spanning three generations of entrepreneurs since independence. In the post-independence era, the first-generation entrepreneurs in India seized the opportunity to build, whichever way they could.

Read Time: 6 minutes

Investment Banking

January 2019

How India's services sector is a perfect springboard for automation

Voice recognition software monitors quality of interaction between humans and the external world and has the ability to escalate matters and intervene in real time. Gone are the days where supervisors walked the aisles to troubleshoot.

Read Time: 4 minutes

Investment Banking

December 2018

How can the auto-component industry survive the new emission norms challenge?

The Indian automotive industry is quickly gearing up for a major technology transformation owing to escalating environmental issues.

Read Time: 4 minutes

Asset Management

December 2018

India’s entrepreneurial revolution, through the lens of a UK resident

Investors in far-away markets suffer because they are fed information through a lens of how that country is behaving politically in relation to the rest of the world. This tells you virtually nothing about the real outlook.

Read Time: 4 minutes

Investment Banking

November 2018

The landscape for larger, big-ticket M&A transactions in India

M&A transactions in India crossed USD 100 billion in 2018, the highest in last decade. What are the factors driving the large M&A deals?

Read Time: 7 minutes

Investment Banking

November 2018

Digital lending – the next frontier for growth

In the financial year 2017-18, for the first time in history, personal loans constituted the highest share of bank loans. In fact, personal loans comprised about 96% of all new bank loans during FY18, with INR 2.34 trillion worth of disbursements in just the first 10 ½ months.

Read Time: 7 minutes

Investment Banking

October 2018

Search for the next Indicorn

The stars seemed all aligned for the birth of digital unicorns from India. Let’s call them the Indicorns.

Read Time: 6 minutes

Wealth Management

September 2018

The Evolving Debt Market: Plan Your Exit Wisely, Just Like Your Investments

Over the past two decades, Indian markets have grown at a tremendous pace.

Read Time: 4 minutes

Credit Solutions

September 2018

Revitalizing Mid-Market Enterprises through Access to Capital

Despite the challenges faced in recent years, India has emerged as the fastest growing large economy in the world. With a projected 7.8% rise in GDP for the coming year, the nation is at a critical stage of its development.

Read Time: 5 minutes

Wealth Management

July 2018

Distressed assets in India: Should you invest?

The Indian distressed assets investment landscape has come of age, and we think the time is ripe for discerning investors to step in and pick “value” assets.

Read Time: 5 minutes

Wealth Management

July 2018

Rise of owner-fund managers: implications for Indian investors

The phenomenon of the owner-fund manager is gathering momentum and this could change the face of the Indian fund management industry.

Read Time: 4 minutes

Credit Solutions

July 2018

Technology enabled trade finance – a boost for financial inclusion

Trade finance, a commercial activity, has been closely linked to the story of human trade evolution and has for centuries influenced economic conditions, public policy, living standards and degree of financial inclusion.

Read Time: 4 minutes

Credit Solutions

July 2018

Flexible capital: the bridge between debt and equity

Access to quick finance is one of the biggest challenges that entrepreneurs and high growth companies face today.

Read Time: 3 minutes

Investment Banking

July 2018

Are consulting and outsourcing firms gobbling up the pie held by traditional advertising agencies?

As the world is getting more and more digitalized, there’s a battle brewing between consulting & outsourcing firms and traditional advertising agencies.

Read Time: 4 minutes

Asset Management

July 2018

India: top of the class investment destination

There is one aspect of investment that all practitioners of this noble art share, which is an immediate attraction to markets that have performed well historically, over those that have done poorly.

Read Time: 5 minutes

Investment Banking

June 2018

Indian flavours, fragrances and nutraceutical ingredient players to outgrow global peers

India’s specialty chemicals industry is currently valued at nearly USD 25 billion and expected to grow at 11% per annum to reach USD 39 billion by 2021.

Read Time: 5 minutes

Asset Management

June 2018

Equity play in a volatile market

Andrew Holland sees the prevalent volatility lasting for at least six months and suggests safe havens to park your wealth.

View Time: 3 minutes

Investment Banking

June 2018

India’s e-tail revolution to propel packaging industry

India’s e-tail revolution to propel packaging industry: As the e-retail market in India moves towards becoming the new reality, packaging manufacturers will increasingly need to tailor products for on and off the shelf.

Read Time: 3 minutes

Investment Banking

May 2018

Why private equity is well positioned to drive India's new-age economy

With projections of a 7.4% rise in GDP for the coming year (2018-19), it is no wonder that private equity (PE) activity in India has registered a record high as well.

Read Time: 4 minutes

Investment Banking

May 2018

Shifting winds – small towns are the next big frontier for apparel brands

There is a large, significant opportunity in tier 2 and tier 3 cities which no large retailer can afford to ignore.

Read Time: 3 minutes

Investment Banking

May 2018

A taste of India’s renewable power: the storage slip between the cup and the lip

The renewable energy sector is poised for epochal changes, both in policy and implementation in the years to come.

Read Time: 4 minutes

Wealth Management

March 2018

The flight of wealth: should we worry?

Recent reports of 7,000 Indian dollar-millionaires having left the country last year have revived fresh fears about wealth drain and its trickle-down effect on the economy.

Read Time: 4 minutes