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Deep Dive

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28 May 2024
Riding the Wealth Wave

By Sameer Shah & Anirudh Agarwal We have arrived at an inflection point as far as wealthy Indians are concerned. Despite being the 5th largest global economy, we already have the 3rd highest number of billionaires, leading the way in new billionaires addition over the last few years. Alongside the growth in wealth, a real […]

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10 May 2024
Playbook for Investing in the Energy Transition Megatrend

The energy transition is emerging as a transformative megatrend, reshaping how we consider and consume energy. Analogous to how Wi-Fi has become a fundamental need in Maslow’s hierarchy, energy is quickly establishing itself as an essential, foundational requirement. This transition is not merely significant; it represents a pivotal, multi-decadal opportunity, marking one of the most […]

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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. […]

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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

By Pranav Mehta and Neel Shah Executive 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 […]

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04 May 2021

by Chirag Lodaya and Surbhi Soni Executive Summary Plastic 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 […]

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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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22 April 2024
Strategic Time Out

IPL mania is again upon us, like every summer. The last few years, however, have seen a new feature added to these matches: the “Strategic Time Out”. For those who are uninitiated, time outs in sports, often plays a strategic role that can end up altering the course of the game. Drawing up key plays, […]

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29 November 2023
My Uncle Charlie

Every family has that one uncle, who is a lot like Charlie Munger. The uncle who gives dead pan blunt replies, which one knows are right, but at times does not want to hear. The one uncle who everyone turns to for the best advice and finally the one uncle whose witty one liners crack […]

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01 March 2023
Energy Transition – Megatrend and an opportunity

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 […]

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07 February 2023
India Budget FY23-24: Prudent, realistic, growth oriented

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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31 December 2022
Reminiscences of an Investor

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 […]

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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 […]

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09 February 2021
Budget 2021-22

Seven-dose potent VACCINE for the Indian Economy Several 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. […]

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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 – Pratikraman – “Prati” means “back” and “kraman” means “to go”. It means to […]

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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 […]

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Interviews / Videos

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09 January 2023
India amid manufacturing renaissance, renewables great future idea: Ravi Dharamshi, ValueQuest

This interview appeared in the ET Prime on 5th January, 2023 (link) India is the global back-office and world’s pharmacy, says Ravi Dharamshi, founder and CIO, ValueQuest, speaking about IT and pharma sectors – the two top themes of the last two decades. In conversation with Ami Shah, he talks about the SCALE framework of […]

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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 […]

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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. […]

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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:

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