Investec India

Insights on the Indian market.

Insights on the Indian market.

As of March 2024, the Gross loan portfolio of Micro Finance industry has grown to Rs 4.42 lakh crore, up 26.8% over the previous year. Though active loans have grown 14% YoY, the Average ticket size has also increased by 12% YoY. While the industry witnessed best of asset quality trends in the last 2 years, Q1'FY25 saw some concerns over AQ led by elections, heatwave and overleverage. MFIN (Indust...

Insights on the Indian market.

As of March 2024, the Gross loan portfolio of Micro Finance industry has grown to Rs 4.42 lakh crore, up 26.8% over the previous year. Though active loans have grown 14% YoY, the Average ticket size has also increased by 12% YoY. While the industry witnessed best of asset quality trends in the last 2 years, Q1'FY25 saw some concerns over AQ led by elections, heatwave and overleverage. MFIN (Indust...

Last week saw continued turmoil in financial markets, culminating in the Bank of England acting with an (up to) £65bn emergency intervention, in an attempt to calm domestic markets and restore financial stability. This was in response to the reaction in longer-dated gilt markets – particularly at the 30-year maturity – to Chancellor Kwasi Kwarteng's mini-Budget. The biggest tax-cutting spree in 50...

We hosted Andrew Schultz from our South Africa office yesterday for an on the ground perspective on the Nigerian economy. Andrew expects the near term to remain volatile (dollar crunch, inflation spike) until the general elections (to be held in Feb’23). This shouldn’t hurt demand though, as revenues of FMCG companies reveal resilient demand momentum, and improvement in dollar availability can spu...

Insights on the Indian market.

India Life Insurance: MCEV is the best alternative among available choices

Investec 'C'onnect: Gland Pharma CEO Mr Srinivas Sadu

Viatris Global Head of Capital Markets (IR)

Industrial de-carbonisation: technologies & viability - Dr Deepak Yadav, Programme Associate, CEEW

A dive into Hydrogen Economics & Applications - Mr Joachim von Scheele, Global Director Commercialization

India Decarbonisation -- Opportunities, Challenge's & Policy reforms - Mr Tirtha Biswas,Policy Advocacy and Strategic Partnerships, Ohmium

Investec India ESG 2.0 Conclave - Carbon Clean’s product offerings & underlying economics - Mr. Asam Rafi, VP of Sales

Investec ESG 2.0 Conclave: “Way forward for India: Carbon and/or Hydrogen, based on end applications”, Atanu Mukherjee, Dastur

Investec ESG 2.0 Conclave: Ohmium’s plans & product offerings - Mr Pashupathy Gopalan, Investor, Ohmium International

Investec ESG 2.0 Conclave: Reflections from Asia for India, Eric Nietsch, Manulife

Investec ESG Conclave: De-carbonisation opportunities & challenges in the Indian context - Mr. Hemant Mallya, CEEW

We hosted Mr Rakesh Chopdar, MD, Azad Engineering at the Investec India Manufacturing Virtual Conclave. Azad Engineering is a leading manufacturer of precision forged & machined components for turbine & aerospace.

We hosted Mr Sanjay Shah, VP & Chief Strategy Officer, Shaily Engineering Plastics Ltd at the Investec India Manufacturing Virtual Conclave. Shaily is a leading manufacturer of products for the medical, healthcare and consumer sectors.

We hosted Vijay Sharma, Director, Jindal Stainless at the Investec India Manufacturing Virtual Conclave. Jindal Stainless is one of the largest stainless steel conglomerates in India and ranks amongst the top 10 stainless steel conglomerates in the world.

We hosted Mr Anubhav Gupta, Chief Strategy Officer, Apollo Tubes at the Investec India Manufacturing Virtual Conclave. Apollo Tubes is the Largest producer of Structural Steel Tubes in India.

We hosted Mr Anand Vora, Global CFO & Raj Tiwari, Global Chief Supply Chain Officer, UPL at the Investec India Manufacturing Virtual Conclave. UPL is an Indian multinational company that manufactures and markets agrochemicals, industrial chemicals, chemical intermediates, and specialty chemicals, and also offers crop protection solutions.

We hosted Mr Hitesh Windlass, MD, Windlas Biotech at the Investec India Manufacturing Virtual Conclave. Windlas Biotech is a provider of pharmaceutical development services, large-scale manufacturing services and authentic yet affordable products to its customers and consumers around the world.