EVENTS:   Semiconductors: Bubble Burst or Bear Market Trap? - David Scott/CHA-AM Advisors - 17 Sep 26     ROADSHOWS: US, European and Asian Equity Short Ideas - Robert Prather /Vision Research   •     15 Sep - 08 Oct 26      
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Fortnightly publication highlighting latest insights from IRF providers

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Report by India Independent Insight

With Bharat Connect Flash, Iii’s objective is to bring their readers on-ground insights based on interactions across key channels located in tier 2 & 3 locations, which they refer to as 'Bharat'. They anticipate Bharat to be India's next growth engine and, hence, the focus of their checks. Iii recently visited FINOPB’s Customer Service Centre to understand the bank’s offering and competitive moat. They visited a BYD showroom in Ahmedabad, with the objective of understanding the preference for EVs in India and judging how Chinese brands are now being perceived by the customers. Finally, channel interactions with a transformer industry executive suggests a strong tailwind for VAMP.

Edition 175 - 08 Dec 23