The ValueQuest Blog

Presentation made by Our CIO, Ravi Dharamshi @ India Investor Conclave (IIC season 8) at Goa in Dec 2021.Summary of Presentation:1. There has been tremendous wealth creation in Specialty Chemicals sector – 60x in 7 years.2. Currently market has priced the sector to perfection and is ignoring all the inherent risks.3. Long-term opportunity might remain […]

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By Sameer Shah and Ritika Agarwal The pandemic has been one of the most scarring periods in living memory. Through this unfortunate devastation, if there is one key takeaway, it is that hope begins at home. More than ever before, a home is not just a physical space, it is a feeling. A home is […]

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By Pranav Mehta and Neel ShahExecutive Summary:The AMC industry in India has seen exponential growth in the last couple of decades. From less than Rs. 1 lakh cr at the turn of the century, the Indian AMC industry today boasts of an AUM of more than Rs. 30 lakh cr. However, by all accounts, we […]

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by Chirag Lodaya and Surbhi SoniExecutive SummaryPlastic Pipe is a highly fragmented industry with large number of unorganized players. Due to commoditized nature of the product and low capital requirement, there are optically no barriers to entry. Moreover, there is high dependence on imports as more than half of the raw-material requirement is sourced from outside India. Given this, plastic […]

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PART I: GLOBAL MICROFINANCE INDUSTRY by Pranav Mehta, Senior Analyst Size of the industry *GLP: Gross Loan Portfolio Source: MIXMarket, Media articles Global microfinance industry growing at ~15% Latin America is the most developed microfinance market in the world, with most organizations having graduated to individual lending too. South Asia accounts for ~56% of active […]

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Ravi DharamshiArvind AnanthanarayananAniket Dharamshi Megatrends are powerful, transformative forces that change the global economy, business, and society.Megatrends are structural shifts that are longer term in nature and have irreversible consequences for the world around us. Although they evolve independently of the economic cycle, often along seemingly different paths, and timescales, they possess the capacity to […]

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The Union Budget for FY23-24 was presented against a backdrop of challenging global macros – slowing growth, high interest rates and inflation. The knock on effect on India is already visible in the form of weakening exports and higher import bill due to commodity inflation. Given this challenging situation, the Honorable Finance Minister did a […]

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I must confess, 2022 ended up being far tougher than I thought it would be.Coming post a tumultuous couple of years with wild swings amidst once in a lifetime pandemic, a collapse of the world economy, the opening up of the world, we saw it all. From negative crude prices to peak crude.  From stimulus […]

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Sometime between the 6th and 8th century, all the Gods and Devas came to Lord Shiva with a strange predicament. Having seen into the future, they realised that Planet Earth is going to be quickly depleted of all its resources and man being man, will soon run amok and destroy the planet.  Energy which is […]

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Back in 2013, India found itself relegated to the pack of ‘fragile five’ emerging markets. It has been a long and painful journey but India today is well and truly on its way to carving its own niche and becoming Antifragile in this fragile world.Know more in the article below –

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Paryushan parva is the king of all festivals for whole Jain community. It is a time for self-analysis and soul searching, it provides a break from routine life and allows us to reflect and contemplate on our past conduct. Paryushan is not just a festival to rejoice and celebrate; instead, it is a ‘parva’ in […]

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This market rally reminds us of the movie Shrek and the question, are we there yet? Talking, annoying donkey from the movie Shrek, who kept asking are we there yet? Someday we sure will be.Are we there yet? Is this the top? Is this the right time to invest? or also in other local street parlance, […]

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Seven-dose potent VACCINE for the Indian EconomySeveral pathogens had infected the Indian economy – namely consumption dip, fragile jobs ecosystem, pandemic-led social spending, reduced revenues, and fiscal-deficit tight rope walk.A plan to combat these was well laid out in the first paperless Union Budget, through what is akin to a 7-dose “VACCINE” shot.While the economic […]

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US markets are living through unprecedented times. Everyone is feeling giddy. There are so many mini bubbles: Tesla, SPAC, Bitcoin, SaaS.• Exponential price growth• Leading to fund raising• New Investors who do not know what they are doing.• Early Investors and insiders are selling or looking to sell.• Old economy stocks are also soaring as […]

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Dear VQ Investors,From the staggering drop in equity amounting to 40% in just a months time back in March, to a recovery to all-time high levels, 2020 has been the year of the volatility and unpredictability. In the context of financial markets, historical significance, and lessons it taught us this year, 2020 is right up […]

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India stands at the cusp of a stronger economic growth for longer. Never have the conditions been so favourable for Indian Economy as well as Indian corporates. This presentation tries to substantiate the same claim.Watch the video below –Presentation link – https://online.fliphtml5.com/prph/gdof/ Pratikraman – “Prati” means “back” and “kraman” means “to go”. It means to go back, […]

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Our founder & CIO, Mr Ravi Dharamshi, ValueQuest Investment Advisors, participated in the panel discussion titled ‘Art of spotting the right businesses at right times and which are the right ones for current times’ at the recently held event by PMS AIF World where top portfolio managers spoke and presented in it.He highlights the importance […]

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