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Articles by Taponeel Mukherjee
Revolutionizing India's corporate bond market
If you’ve watched The Big Short or read Michael Lewis’ book, you’re likely familiar with one of the most iconic trades in Wall Street history. The film chronicles how California-based hedge fund manager Michael Burry predicted the 2008 financial crisis and turned his foresight into $700 million in profits for his investors over two years. Burry’s strategy hinged on credit default swaps (CDS), a financial instrument that allows investors to “insure” themselves against the default of a debt.
Mamaearth: Another VC-funded IPO, another downfall: Do Indian private market investors need a rethink?
The key to success in India's private markets lies in identifying sectors that are growing at an annual rate of 15-20 percent and individual companies within those sectors that are achieving even higher growth rates of 30-50 percent What’s the one thing India’s new-age startup IPOs have in common? All of them have seen their share prices plummet after listing. The latest, Honasa Consumer, parent of beauty products brand Mamaearth, has followed the same trajectory.
Mamaearth: Another VC-funded IPO, another downfall: Do Indian private market investors need a rethink?
Airbnb 14 hours ago Airbnb guests are unwittingly renting homes in Florida from an unusual host: One of the world’s largest private-equity firms Fortune - Steve Mollman • 14h If you’ve rented a house in Florida via Airbnb in the past two years, you might have stayed in a home owned by one of the world’s biggest … Opinion & Analysis 1 day ago Saudis Find a Bottomless EV Money Pit in Lucid $LCID Bloomberg • 1d Lucid provides a grim lesson in auto industry capital intensity, scale economies and...
Sensex vs BSE: The capital allocation multi-baggers Original
Poornima Vardhan and Taponeel Mukherjee The David vs Goliath fight between Sensex and other BSE stocks New Delhi July 3 (IANS) As we cross the half-year mark the Sensex stock market index reached an all-time high of 65240.57 on the first day of market opening in July. All-time highs once again reiterate the Indian growth story and the resilience of the Indian economy.
What do India’s top business titans have in common? They are all ‘outsiders’
William Thorndike’s book, “The Outsiders,” has garnered a cult following among the business elite, shedding light on the unconventional strategies employed by highly successful American CEOs like John Malone and Warren Buffett. These remarkable individuals, known as “The Outsiders,” exemplify a unique approach to work, visionary thinking, risk-taking prowess, and an unwavering commitment to long-term value creation.
The secret multi-billion dollar ‘Digital infrastructure facilitator’ industry
India is taking the business world by storm, as evidenced by industry giants like Tim Cook of Apple and Pret-A-Manger launching their first stores in Mumbai. Boasting a growth rate of 5.9% this year that outperforms all other economies, India is on track to surpass Germany and Japan and become the third-largest economy in the world by the end of the decade.
The $10 billion secret recipe for Indian QSRs: rolling-up franchisees to create mini-jubilants
The growth in the Indian consumer market presents the most compelling investment opportunity globally. Within the rapidly growing Indian consumer markets, QSR (Quick Service Restaurants) represents an exceptional risk-reward opportunity. Indian QSR businesses are on a high. This is evident from the IPOs and subsequent stock prices of RJ Corp, Devyani International and related players and the busy stores of major QSR chains at 11 pm even on weekdays in any major city.
India's Consumer Market And The Hunt for The Next Billion Dollar Baby
Hospitals, Commercial Real Estate and Infrastructure have seen a lot of Private Equity action in India in the last decade. As we move forward to a new world order with India as the growth capital of the world, we at AltG see the Indian Consumer market dominating and driving market-beating returns for investors. With large institutional clients worldwide, AltG sees two reactions from investors and fund managers looking at investing in India: Elation (This one is obvious!) and exasperation.
20 Billion Dollars, Healthcare & India: An Investor's Love Affair For The Ages
By Taponeel Mukherjee & Poornima Vardhan As a high-growth sector growing at 2X GDP, the Indian diagnostics market is poised for rapid expansion and handsome returns in the near term. By implementing the right strategies, companies and investors can truly generate high double-digit returns on their investments while creating value and building businesses of scale more efficiently. As per AltG's Intelligence, the key strategies are: Leveraging diagnostics' real estate play.
A means to achieve $10 trn economy
The development and expansion of Indian enterprises, especially in terms of improving capital use efficiency, can benefit from understanding global trends in money management and business efficiency.
What explains RBI's bullishness & why India is a $1tn investment magnet (Opinion)
By Taponeel Mukherjee & Poornima Vardhan New Delhi, Sep 11 (IANS): The fundamentals of the Indian economy remain strong, as RBI Governor Shaktikanta Das had recently stated. India's growth rate is among the fastest in the world, retail inflation has moderated, buffer food stocks are abundant, forex reserves are substantial, and the current account deficit is expected to remain "well within sustainable levels".
The good, bad and ugly of the Re hitting all-time low
Indian National Rupee (INR) has not been in news for the right reasons so far this year. It has been dragged down by the perfect storm of international pressures and geopolitical headwinds. However, the current situation is a necessary wake-up call to regulators and policymakers to strengthen the currency by making Rupee assets more valuable to foreign investors via effective tax policies, the exporting of higher-value services, and growth-focused economic strategies.
The good, bad and ugly of the Rupee hitting an all time low against the Dollar
Published: Updated On - 04:50 PM, Mon - 29 August 22 By Taponeel Mukherjee & Poornima Vardhan Indian National Rupee (INR) has not been in news for the right reasons so far this year. It has been dragged down by the perfect storm of international pressures and geopolitical headwinds.
KKR's $2 Billion Max Healthcare Deal Is Just The Beginning. Here is The Next $100 Billion Play.
On August 16th, KKR, a New York-based private equity firm, sold its remaining 27.5% stake in Max Healthcare, a hospital chain in India, for INR 9,185 crores—registering a 5x return in four years. In 2018, KKR bought a 49.7% stake in the company at INR 80 per share, selling it off at INR 353 per share. This blockbuster deal is significant for more than one reason: 1. It is the most lucrative exit by KKR India since it entered the country 27 years ago. 2.
How Insights-Led Engagement Strategy Helps in a Delightful Customer Journey
India is witnessing a digital upsurge with over 749 million internet users in 2020 and the figure is projected to grow to over 1.5 billion users by 2040; an appropriate time for marketers to ramp up their omnichannel customer engagement strategies.
Time for MSMEs to go for economies of scale
As the Indian economy deals with the economic impact of the corona induced slowdown, an opportunity to make constructive changes to the economic policies has arisen. India needs a long hard look at ways to deregulate the economy and businesses. Deregulation pertains to not just the legal frameworks at play but the overarching tax, law and business frameworks that drive business decisions and policies.
Ways to go Sustainable While Maintaining Menstrual Hygiene
However, in light of looming global crisis, more and more cities are demonstrating that we can, in fact, coexist with nature in harmony without even having to make any tremendous sacrifices. Pixabay Sustainability is usually defined as a fine balance between a city’s economy, quality of life, and how those two factors affect the environment.
Savings and infrastructure in the post Covid-19 world
By Taponeel Mukherjee As we see even more of the global impact of the Covid-19 outbreak on healthcare and economics, a healthcare and financial catastrophe of such magnitude will impact current economic and financial trends and create new ones as well. From an Indian perspective, it would be prudent to watch out on three issues that will impact the Indian economy and deserve vital attention.
The big bang RBI stimulus (Column: Behind Infra Lines)
Photo Credit: IANS TAPONEEL MUKHERJEE The slew of announcements by the Reserve Bank of India (RBI) to lower the repo rate, reverse repo rate, cash reserve ratio and allowing financial institutions the bandwidth to offer a three month EMI moratorium are all much needed and welcome as India grapples with an unprecedented but much-needed shut down due to the global coronavirus pandemic. The RBI stimulus has hit at the most crucial issue at hand, i.e. "lack of or in most cases absence of cashflows".
Paytm Payments Bank Receives Highest Success Rate of UPI Transactions: Report
Home Lead Story Paytm Payment... Paytm Payments Bank said this confirms its superiority to technology infrastructure which has been the key reason for its success. Wikimedia Commons Paytm Payments Bank Ltd (PPBL) has scored a higher success rate of UPI transactions than most major banking players such as Axis Bank, Yes Bank, HDFC Bank and the State Bank of India (SBI), among others, according to a report from the Ministry of Electronics and Information Technology (MeitY).
Innovation key for success in retail realty
A look at the numbers from the top two web retailers, Flipkart and Amazon, in India from last year's 15-day festival period in October shows an average order value in the range of Rs 1,400 to Rs 2,000. While the rise of e-commerce is not in question, the price point when combined with the growth in discretionary income in India indicates the need for omnichannel strategies as far as brands are concerned.
Much to learn from the success story of DMart
A look at the year-to-date rally in the shares of DMart and the share price action over the last five years have interesting pointers for investors and policymakers alike. Operational excellence in what is considered a highly competitive sector has led to the creation of a company that has not only created significant value for its shareholders over the last two decades but has also served the consumers well.
Small Business Owners Start Wellness Programs
Many small business owners are starting wellness programs to help employees be healthier, happier and more likely to stay. Pixabay Every month, the 30 staffers at Chris Boehlke’s public relations firm each get $100 to pay for anything that contributes to their wellness. And not just for typical expenditures like gym memberships or yoga classes. “You can get nails done, anything you feel is helping your overall well being,” says Boehlke, co-owner of San Francisco-based Bospar.
Growing Coworking Spaces in Businesses in India
Home Business Growing Cowor... With the introduction of coworking spaces and their acceptance in the country, the industry has changed notions about what a typical workspace is. Pixabay BY RAMESH NAIR Conducive and productive workspaces have become the need of the hour when it comes to providing the right environment to employees and helping them foster growth.
Growing Sustainable Business Models
The U.S. medical sector is expected to register an impact from the coronavirus outbreak. Pixabay By Eunjung Cho With scores of Chinese factories now sitting idle because of the spread of the novel coronavirus, now named COVID-19, American officials and experts are warning the economic shock could be felt in the U.S. in the months to come. For now, U.S. President Donald Trump’s national security adviser hinted at a limited economic impact.
Have a Look At These Top 5 Indian States That Offer Best Handloom Sarees
Home India Have a Look A... There is a range of quintessential Indian handloom beyond the usual gota-patti, half-sarees, embellished gowns and subtle sheers that we come across. Pixabay India’s rich cultural heritage is the reason why the country has a history of handlooms. Every corner of India speaks for its own weaving and draping style for sarees. We have about 60 kinds of weaving patterns originating from the rural India alone.
Samsung Plans Big Comeback with Premium Smartphones in India: Report
Home India Samsung Plans... South Korean tech giant Samsung is reportedly planning to launch its next-gen Galaxy S11 along with Galaxy Fold 2 on February 11 at an event in San Francisco. Wikimedia Commons By Nishant Arora Eight years back, Samsung became the leader in the mobile phone industry in India with the roll out of “Galaxy S3” from its Noida facility.
How to build credit institutions of tomorrow
Given India's need for infrastructure expansion and the infrastructure financing gap, attention needs to turn from the overall macroeconomic view on sectors and funding towards the microstructure of the credit markets in India. This focus on the microstructure is a must to create the necessary dynamics that can help finance and expedite infrastructure creation in India. At the outset, it may be underscored that infrastructure can't be looked in isolation from the general commercial credit market.
Protecting India From Cyber Attacks
Home India Protecting In... Cyber attacks point to the activation of bot farms consisting of millions of zombie devices that have been hacked. Pixabay BY VINIT GOENKA We are part of a thriving, young, and vibrant nation. We also belong to a civilization that is timeless in age backed by a culture that has gifted the world spiritual enlightenment, technological progress and unbound and selfless wisdom. At no point in time were we anything but givers to the global community as a whole.
Here's Why India Should Expand its Financial Infrastructure
Paytm has 16 million strong merchant user base, which Sharma aims to raise to 26 million base in the next one year. Wikimedia Commons Even more than three years after demonetisation and all-out efforts to make most transactions through electronic, cash is still king, as it thrives in a digital India, said fintech start-up Paytm founder Vijay Sekhar Sharma. “While cashless economy is not possible in India, less cash economy will be in the future.
Getting private rail operations on right track
Fundamental to business success over and above external market conditions is the ability of a business to move the levers of revenues and costs to drive a sustainable profit margin. As crucial decisions around allowing private players to operate passenger trains are made, a relook at the fundamental requirements for success would be appropriate. Focus on policy framing and, more importantly, policy implementation will add much value.
Applying for a Personal Loan? Don’t Make These 9 Mistakes
Having served as the longest prime minister in Israel’s history, insatiable hunger for power of Netanyahu and desperate need to escape the indictment was first and foremost in his mind. Wikimedia Commons By Alon Ben-Meir The long-anticipated indictment of Prime Minister Netanyahu has finally come to pass. For three years, Netanyahu spared no effort to scuttle three criminal cases against him, but failed. These charges and their implications have now become rather clear.
Most Of The Indian Firms Not Ready to Confront Hacking Risks: Study
In the past quarter century, India's GDP has registered a nearly 10-fold increase and its population has grown more than 40 per cent, but the country's infrastructure has not kept pace with the growth of the Economy. Pixabay BY FRANK F. ISLAM Only six months after Prime Minister Narendra Modi won his re-election with a resounding mandate, the economic outlook in the country looks somewhat bleak. The overall state of the economy was not a primary focal point during the recent Lok Sabha election.
Actress Jacqueline Fernandez Ruled India's TikTok World This Year
Home Entertainment Actress Jacqu... Jacqueline made her Bollywood debut with Sujoy Ghosh's 2009 film "Aladin". Wikimedia Commons Actress Jacqueline Fernandez has emerged as the top engaging celebrity who left an impression in the virtual world of the short videomaking app TikTok this year. TikTok on Tuesday released the Top 50 content and video trends as part of its #TikTokRewind2019 campaign. The campaign lists the top trends as well personalities of 2019.
Here's Some Light on Monetary Policy Under Transmission Mechanism
Home Business finance Here’s ... What promotes an efficient Transmission Mechanism of capital is not rocket science but essential. The primary factors are high contract enforcement, low bureaucracy and efficient courts of law. Pixabay BY TAPONEEL MUKHERJEE The Reserve Bank of India decided to hold repo rates unchanged in its meeting on December 5, 2019.
View: How effective regulations can act as the lynchpin for growth
Effective regulations will deliver growth for both large corporations in bankruptcy courts and small businesses being brought under the ambit of the GST. At a fundamental level, the regulatory changes to the IBC or issues around GST ITC are focuse...
Need For Efficient Capital Flow Framework
December 11, 2019 Commentary 1 Views Mainly, expedited and precise project execution will be vital for India to create an effective transmission mechanism to generate significant capital flow BY TAPONEEL MUKHERJEE THE Reserve Bank of India decided to hold repo rates unchanged in its meeting on December 5. In this context, apart from the outlook on inflation, the crucial area of focus should be the “transmission mechanism” of the rate cuts already delivered in 2019.
Transmission mechanism: Monetary policy and beyond
Transmission mechanism: Monetary policy and beyond SHARE, SAVE, COMMENT Reserve Bank of India (RBI). (File Photo: IANS) (Syndicated story. Not edited by The Quint.) The Reserve Bank of India decided to hold repo rates unchanged in its meeting on December 5, 2019. In this context, apart from the outlook on inflation, the crucial area of focus should be the "transmission mechanism" of the rate cuts already delivered in 2019.
Creating global Indian giants
Creating global Indian giants SHARE, SAVE, COMMENT (Syndicated story. Not edited by The Quint.) As debates on Indian economic growth, infrastructure and job creation, business environment and corporate balance sheets rage on, an alternative way to boosting the Indian economy would be to create Indian businesses that can scale globally. Essentially, it involves creating global business giants that can help spur economic growth by providing opportunities across the supply chain in India.
View: What India should do to improve infrastructure
BCCL It is vital to note that contract enforcement, right price of infrastructure inputs and the appropriate user charges contribute significantly towards the availability of financing and rapid infrastructure creation. By Taponeel Mukherjee The recent news that India plans to open 100 new airports by 2024 is both ambitious and commendable.
Is India's current banking crisis just old wine in a new bottle?
An alternative way to view the issues is as the building blocks on which any credit framework is built. IANS| Oct 05, 2019, 10.42 AM IST BCCL Over the last few years, significant steps have been taken to clean up the Indian banking system.
Investment elixir: Structures, design and access (Column: Behind Infra Lines)
Investment elixir: Structures, design and access (Column: Behind Infra Lines) Photo Credit: IANS TAPONEEL MUKHERJEE As the focus continues to be on additional steps to provide further impetus to the Indian economy, the microstructure of the financial markets assumes significance. From a financial market perspective, the focus must now be on "structures, security design, and market access". Mainly, further accelerating capital flow must be the prime objective.
View: Tax cuts done, now focus on revenue generation
After policy changes, there is now the need to generate the excess cash by the government that will be ploughed back into the economy. IANS| Sep 26, 2019, 12.40 PM IST BCCL Now is the time to implement a clear roadmap to generating revenues through such monetisation schemes. By Taponeel Mukherjee The Finance Ministers announcement to bring down corporate tax rates in India will surely provide a substantial boost to the economy.
View: How India can overcome its credit issues
BCCL Indian policymakers need to start working on a framework that will allow a liquid and deep secondary market to develop in credit products. By Taponeel Mukherjee As India grapples with credit issues, one of the primary factors that needs analysis is the broken transmission mechanism that relays credit quality to market participants.
Auctioning PSUs needs urgent attention
The recent announcements by the Government of India regarding FDI in single-brand retail, changes to FPI surcharges and renewed talks about monetising state assets has once again brought the focus back on the next steps required to provide further impetus to the economy. The two vital components of the policy changes that stand out and need additional attention are (i) effective auction mechanisms to assist the flow of capital and (ii) promotion of competitive industries.
Strategy for boosting markets (Column: Behind Infra Lines)
Photo Credit: IANS TAPONEEL MUKHERJEE Given the current economic slowdown in India, a renewed focus on the primary conditions towards promoting investment and consumption is essential. At its core, a slowdown in the flow of credit due to a variety of factors has been a significant contributor to the issue at hand. Improvements in the three areas of credit flow through removing information asymmetry, improving contract enforcement, and enhancing secondary market liquidity are the need of the hour.
Bond with USD liabilities, not necessarily with the bond
India, by virtue of its energy dependence on imports, has a structural USD liability that must be taken care of. IANS| Jul 27, 2019, 02.48 PM IST Agencies Essentially, broadening the investment pool looking at India assets is an aim worthy of consideration. By Taponeel Mukherjee The Budget 2019 announcement regarding a potential USD bond issuance by India has been in the news of late with opinions divided amongst market experts.
Bond with USD liabilities, not necessarily with the bond (Column: Behind Infra Lines)
Bond with USD liabilities, not necessarily with the bond (Column: Behind Infra Lines) Photo Credit: IANS TAPONEEL MUKHERJEE The Budget 2019 announcement regarding a potential USD bond issuance by India has been in the news of late with opinions divided amongst market experts. Given the two distinct components of the USD bond issuance, of increased debt and higher USD liabilities, a look at the second component in detail is well worth our time.
Financial architecture as the underpinning for BIMSTEC policy
BCCL The economic success of BIMSTEC will be mostly dependent on the ability to create common financing linkages that allow trade, finance, infrastructure and, most importantly, economic growth to flourish in the region. By Taponeel Mukherjee Indias push towards further strengthening the Bay of Bengal Initiative for Multi-Sectoral Technical and Economic Cooperation (BIMSTEC) fits well with the objective of Indian economic growth.
International Financial Services Centre: Much needed for India
BCCL The IFSC can deliver significant value for a variety of industries related to financial services, insurance and asset management in India. By Taponeel Mukherjee In a rapidly transforming global economic landscape in the face of Brexit, trade wars, debates around central bank policy and India emerging as a major economy in aggregate terms, a focus on creating a financial hub in India is both required and commendable.
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