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Deep Dive

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08 June 2022
Specialty Chemicals – Chemistry that is Priced to Perfection

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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17 September 2021
RERA – Real Estate Revival Ahead

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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27 May 2021
AMCs

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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04 May 2021
PLASTIC PIPES

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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16 August 2016
Microfinance in India – Can the dream run continue?

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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Perspectives

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09 September 2022
Lord Ganesha – The “OG Environmentalist”

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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06 July 2022
Anti-fragile India in a Fragile World

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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11 September 2021
Lessons from Paryushan Mahaparva – and how they Apply to Investing

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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09 September 2021
Are we there yet?

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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09 February 2021
Budget 2021-22

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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02 February 2021
Bubble or Bull Market?

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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01 January 2021
2020 – The Year of Reflection

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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28 May 2020
RBI measures during Covid – Impact on Economy and Markets

By Sameer Shah and Pranav MehtaRBI has responded to Covid situation in three installments so far. A summary of our assessment of the same1. Change in stanceRBI has clearly changed its stance under the new Governor from inflation targeting to supporting growth as well. In fact, in the recent policy announcement, they have recognized the […]

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10 September 2015
Why this Market fall is a Correction and not a Bear Market and why does it Matter?

Why are we asking this question? Why does it matter at all? Shouldn’t one sell if markets are going to fall? There are many definitions of the terms ‘correction’ and ‘bear markets’. It is important to distinguish between the two to better strategize.If we were to chart the history of the Indian equity markets since […]

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06 February 2014
Are Indian IT Outsourcing Companies Expensively Valued?

Indian Technology sector has been one of the best performing sector in Indian market. TCS, which is the largest market cap company in India has been a 7x-bagger over last 5 years.  Can the sector possibly delivery absolute returns even from here? Is the sector overvalued? Is the re-rating of the sector complete?We believe not!!In India […]

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    Webinar

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    31 January 2022
    Indian Economy – Stronger for Longer

    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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    19 July 2021
    Ravi Dharamshi at PMS AIF World 2021

    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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    Interviews / Videos

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    31 March 2022
    Inside the Mind of a Successful Investor

    Our CIO Mr. Ravi Dharamshi was recently interviewed by Mr. Vivek Bajaj, co-founder of StockEdge and Elearnmarkets. Our CIO spoke about successful investing, he has elaborated on the VQ Investing Framework. He discusses at length various aspects of the framework and the process VQ follows.

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    10 May 2021
    Ravi Dharamshi at TN Investors’ Association– 2021

    In March 2021, Tamil Nadu Investors’ Association hosted our MD & CIO Mr. Ravi Dharamshi, who spoke about about Prince Pipes, an opportunity.Quick Summary:– Why look at Prince pipes? Real estate is on the cusp of revival– Home Improvement is probably a better way to play Real Estate Theme– Plastic pipes is witnessing the fastest […]

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    22 February 2021
    Ravi Dharamshi at Indian Investing Conclave – 2020

    In Dec 2020, Indian Investing Conclave hosted our MD & CIO Mr. Ravi Dharamshi, who spoke about about CPaaS (Communications Platform as a Service), an opportunity.Quick Summary:A CPaaS is a cloud-based platform that enables developers to add real-time communications features to their own applications without needing to build back end infrastructure and interfaces.It is a […]

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    13 June 2020
    Ravi Dharamshi’s interview on ET Now – 12th June 2020

    To Know more click on the link below:https://www.timesnownews.com/business-economy/markets/article/rally-in-pharma-stocks-to-be-selective-from-here-on-ravi-dharmashi-of-valuequest/605337

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