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8 Items
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Finance Gold: A Distinct Asset ClassGold is a very popular alternative asset class globally. This note looks at the properties of gold that make it so attractive. The note also compares the performance of gold against various other asset classes and its correlation with them.
Learn MorePublished: Sep 15, 2014₹399.00 -
Finance The Gold StoryThe Note is meant as an introduction to the history of Gold. It will familiarize the readers with key aspects of gold demand, supply and reserves.
Learn MorePublished: Sep 15, 2014₹399.00 -
Finance The Indian Fast Moving Consumer Goods (FMCG) IndustryBackground note for "Patanjali Ayurved: Valuation of an Unusual FMCG Company in India", case ISB178.
Learn MorePublished: Sep 15, 2019₹399.00 -
Finance Patanjali Ayurved: Valuation of an Unusual FMCG Company in IndiaAn investment analyst at a fictional wealth fund (SWF) is concentrating on India's high-growth, high-potential fast moving consumer goods (FMCG) sector and selects a few strong performers in both public and private markets to recommend to the management as an investment. The Indian FMCG sector has been trading at high market multiples compared to other sectors, and thus, he also needs to analyze if these high valuation levels are justified. In valuing Patanjali, a privately-held company that is a very strong performer with an unusually rapid growth trajectory, he needs to factor in both tangible and intangible information, giving special attention to the company's unusual origins and atypical management.
Learning Objective
Learn More- To give students a sense of how to go about analyzing a particular sector for investment considerations.
- To give students a perspective on valuing public companies, introducing certain valuation methodologies along with their relevance and emphasizing the importance of company- and sector-specific nuances in valuation.
- To introduce students to the valuation of private companies, emphasizing the importance of intangible company-specific factors in reaching an investment decision.
Published: Sep 15, 2019₹399.00 -
Finance Thomas Cook India: Potential Unleashed - A Journey to Value Creation
The case gives students an opportunity to analyze the ways in which the company's management uses Prem Watsa's value investment philosophy to guide its decisions, both in its core business and in its acquisitions. The case also gives students lessons the value investment philosophy offers to investors and managers of firms. The travel industry is beset by structural changes and new paradigms and owners have to respond to the changing environment.
Learning Objective
The changing fortunes of TCI are most apparent in the increase in its share price after making several acquisitions. The case gives students an opportunity to analyze the ways in which the company's management uses Prem Watsa's value investment philosophy to guide its decisions, both in its core business and in its acquisitions. The case also gives students an idea of how travel companies in India have had to adapt to new paradigms and what lessons the value investment philosophy offers.
Learn MorePublished: Oct 24, 2018₹399.00 -
Finance India’s Passion for Gold: VelvetcaseThe largest consumer of gold in the world in 2012-2013, India was a growing market for gold jewellery, largely owing to its importance in the cultural and religious traditions of the country. Gold prices in international markets had been increasing, but this had little impact on India's voracious appetite for gold. Heavy gold imports had led to an increase in country's fiscal deficit above the sustainable level of 2.5-3% of gross domestic product (GDP) and touched 4.2% in FY2012. Velvetcase, a made-to-order jewellery company in Mumbai, had started operations in the beginning of 2013 and was concerned by the government's recent policies on gold imports. Among many other measures, the Indian government had raised import duty from 4% to 10% during the year. The increase in import duties raised input prices, consequently slowing the demand for gold jewellery to some extent. Velvetcase believed that its unique business model of making jewellery using low karat gold would not only satisfy India's passion for gold, but also result in improving the current account deficit (CAD) of the country by lowering the amount (in grams) of gold used in the making of jewellery.
Learn MoreLearning Objective
- To point to the factors unique to India that make it the largest consumer of gold in the world.
- To familiarize students with the bearing that gold has on the national accounts of India.
- To impart an understanding of gold jewellery market dynamics and trends in India.
- To illustrate the potential challenges and opportunities facing a jewellery business in India.
- To emphasize how market opportunities are created through innovation in the context of the jewellery market.
Published: Sep 15, 2014₹399.00 -
Finance Note on the Insurance Industry in IndiaThe note traces the evolution of the Insurance Industry in India and looks at its state in the year 2012. It throws light on the size, products, major players and other details of the industry like penetration and density. The case also compares the Indian Insurance industry with the world insurance market and a few other countries like the USA. The case concludes with the challenges faced and the road ahead for the industry.
Learning Objective
Learn MoreThis note would be a useful first session background for the students of Insurance in India and other countries in the world, who are interested in emerging countries. It can also be given as an essential reading for all students who want to learn about the Insurance Industry in India.The case would also be useful for the Insurance professionals outside India, who are looking to know more about the Indian Insurance Industry.
Published: Feb 26, 2014₹399.00 -
Finance Azim Premji Trust: The Endowment Model in an Emerging Market
The Azim Premji Trust, among the largest philanthropic trusts in India, had its origins in 2001, when Azim Premji transferred Wipro shares worth US$ 125 million to the trust. As of March 31, 2017, the trust had a corpus fund of US$ 9 billion. The trust's goal was to support Premji's philanthropic pursuits through two organizations -- the Azim Premji Foundation and Azim Premji Philanthropic Initiatives. Both beneficiaries had distinct, ambitious philanthropic objectives that required large, ongoing funding. The trust's Chief Endowment Officer, K. R. Lakshminarayana, had been given the responsibility of planning the future of one of India's first endowments. The endowment was tasked with maximizing total return over a long horizon. Therefore, the trust had deliberately been created as a taxable entity to allow it the freedom to make large investments in equities and alternatives. The case describes the challenges Lakshminarayana, widely known as Lan, faced in arriving at a strategic asset allocation model in an emerging market with limited investment talent and investment firms and constraints on the trust's ability to invest outside India.
Learn MoreLearning Objective
- Identify and describe an exhaustive list of investment philosophies and investment opportunities available to the Azim Premji Trust.
- Identify and describe any changes in the ways through which the Azim Premji Trust invests as institutions and investment opportunities improve in India.
Published: Dec 28, 2017₹399.00
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- Author Vikram Kuriyan Remove This Item