MOSAIC INVESTING
Modi 3.0 has heavy lifting to do on tax reforms to managing stock risks
Economists outline key priorities for India's incoming government, emphasizing the need for growth, job creation, and macro stability. Pronab Sen highlights the importance of sustainable livelihoods, while Pranjul Bhandari suggests that 'easy' reforms could maintain 6.5% growth. However, achieving 70 million jobs requires politically sensitive reforms in agriculture, labor, and land. Additional recommendations include infrastructure investment, judicial reforms, enhancing export competitiveness, and further tax reforms, particularly bringing petroleum and power under GST.
Stay patient; don't dabble in risk right away: Maneesh Dangi
It is still likely that Modi would return, but the best case scenario for the market would be a Vajpayee like Modi versus one which continues to have animosity with state because that setup would be very-very bad for market.
After sales of over Rs 12,000-crore in a day, FPIs could wait & watch
Analysts anticipate pressure on the new government to balance coalition demands with economic policies. U R Bhat expects policy continuity despite BJP's lower seat count.
Bonds poised for a major bull run in next five years: Maneesh Dangi
I will tell you, first from a, let us say, asset classes point of view, we talked about equity, but a few people realise that return of Modi actually is absolutely loved by bonds because it sort of assures that this small risk of high fiscal deficit and potentially very high inflation has gone.
Roughly half of the nations that invest in AI develop their own generative models, reveals the first global GenAI landscape
AIport's Global Generative AI Landscape 2024 provides a comprehensive analysis of worldwide GenAI players, models, and contributions. It emphasizes inclusivity by offering a transnational perspective, ensuring a diverse representation in the global AI community.
AI company Databricks finds India on a different trajectory, invests more
Databricks, under CEO Ali Ghodsi, prioritizes India for investments to support startups with data solutions. The Mumbai infrastructure serves major clients, contributing to the company's $43 billion valuation.
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Will both India EPS and PE have tailwinds from here? Maneesh Dangi answers
“Tactically, bond makes the most sense. In India, I have been of the view that credit carry is most attractively valued. But if you are a sort of vanilla equity investor, there is nothing that you cannot cheer about right now from a macro point of view. Tactically within equity, tech would perhaps purely for rate reasons would do the best in the next six months.”
5-10 years will be great for Indian rupee: Maneesh Dangi
“As an Indian investor, we are always worried that even though the Nifty might do 15%, if my currency depreciates by 5-10%, my net returns in dollars are low. That is the point I have argued many times. Maybe after the US recession, we will enter a setup where INR assets, both bonds, credit as well as equities would actually look better than dollar assets. ”
Maneesh Dangi gives 3 reasons why despite pre-Santa Rally, banking heavyweights are underperforming
“So as far as elections are concerned, markets are beginning to recognize that it is not a done deal. There is some probability of a negative surprise because if the current government in the current form does not continue, it is going to take a substantial amount of zing off markets in almost 15-20% of valuation correction. It would not happen on a single day though.”
2008 financial crisis may not be reprised in US or India but play out in some other countries: Maneesh Dangi
“India's overall leverage is very low and has sort of stagnated over a decade. I would not be surprised if we do not make any major macro mistakes as a country. I would not be surprised if leverage goes up quite sharply from here or next 10 to 15 years’ time.”
Niyo gets strategic investment from Spring Marketing Capital
Founded in 2015, Niyo offers millennials savings and investment accounts through its Indian banking partners. The company is known for its global travel card, which offers zero forex charges and helps users save on international spends.
Decent chance of earnings downgrade, nominal growth unlikely to be more than 10% in next 2 years: Maneesh Dangi
I do not agree with the high for long. It is true that for reshoring and many other reasons including crude interest rates will not go back to zero, but then does not mean that the cycle will not turn and these rates are high enough for us as speculators to dial and actually hope for good 2%-2.5% rally from here.
We are nearing an end of the rate hike game: Maneesh Dangi
FII debt for last six years, there has been a winter there and money has not come on its own. FII equities, of course, notwithstanding the good time we have had over the last few months, six-eight months.
Maneesh Dangi on why Indian inflation is likely to be stickier at higher level
“India is going to see a reverse set up from the US and China because of the political cycle. A large amount of largesse from centre as well as at state levels is leaking into the economy and converting itself into food inflation. Indian inflation is going to have a unique feature where it is likely to be stickier at higher level largely because of food inflation.”
Snacking startup Kikibix raises $300K from founders of nine unicorns, VCs
Founded by paediatrician Ridhi Kaur in 2022, the company makes cookies in flavours such as Cranberry Oats, Gur Chana, Ragi Mocha, Coconut, Figs, and Date Almonds.
Dominant asset allocation in your portfolio should be fixed income: Maneesh Dangi
Now, typically, if we watch markets for long periods, the discount yield actually dominate the narrative at this stage because everyone assumed that the central bankers will come with truckloads of stimulus.
Sara Ali Khan invests in homegrown fashion label The Souled Store
The starlet has invested an undisclosed amount in the brand, giving it an investment push and boosting the brand’s celebrity star power.
From F&B to cosmetics, try-before-you-buy is bringing a new charm to sampling
A sampling platform is out to revolutionise the marketing system in India by bridging the trust deficit between consumers and producers. It is proving to be a win-win for the manufacturer and the buyer.
Paul Black's 3 thumb rules to pick great wealth creators
Black says in order to become a successful growth investor, one should be optimistic about the future because optimists can conquer great heights.
'Metakovan', who bought Beeple's art for $69 mn, runs Metapurse - the main investment fund in NFT virtual objects
Metakovan is one of the oldest investors in NFT.
Singapore-based firm offers $10 million investment for film academy in proposed UP Film City
The offer came during an interaction of Chief Minister Yogi Adityanath with a bevvy of filmmakers and artists on Tuesday over the new film city project that would come up in a 1,000-acre area along Yamuna Expressway near Noida.
IPOs, ECMs grow while M&A, PE decline in H1 2020: Report
As per the research insights, the quantum of new fund vehicles launched this year was down by 67%.
Angel investments in healthcare startups up 3x in Q2 of 2020
The Indian healthcare industry has been backing digital technologies to foster an ecosystem for affordable, preventive healthcare for the first line of defence.
Unotech Software raises $2 million in Series A funding
The company intends to use the funds towards global market expansion and revamping its digital brand presence.
Mosaic Wellness raises $10 million from SAIF Partners, Matrix Partners and Sequoia
Revant Bhate, formerly with venture capital firm Kalaari Capital and Dhyanesh Shah, who was an investor at Eight Road Ventures -- Fidelity Investments’ venture arm -- Mosaic Wellness, which is currently operating in stealth mode and building a slew of digital-first consumer brands.
Bajaj Capital to sell 40% stake to HK's Mosaic Capital Asia
Apart from Mosaic Capital Asia, the company is at an “advanced stage of considering various proposals for co-investors,“ said Bajaj.
US company Mosaic Clubs & Resorts inks pact with Delhi-based Ten Clubs Management Solutions
Mosaic Clubs and Resorts has entered into a partnership with Ten Clubs Management Solutions in India to develop projects for real estate builders in South Asia.
Kanika Dewan: Meet the diva who designed floors of IGI's Terminal 3
With exotic marble and granite from her family-owned mines in Bahrain, Kanika Dewan, an NRI, now wants to make it big in the land of jugaad.
Investment banks emerging as a force to reckon with
Boutique bankers are making hay as many medium and small-sized cos are up for grabs with even among well-established players in i-banking.
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