EVENTS:   The Great Reset: AI, Geopolitics and The End of The Cheap Chips - MS Hwang/Counterpoint Research - 10 Feb 26   Making Weather Pay – The Outlook For Global Commodities - James Roemer/Best Weather - 11 Feb 26     ROADSHOWS: Thematic Research Based Ideas - David Scott /CHA-AM Advisors   •   London   06 - 06 Feb 26       Commodities Research with a Focus on Oil and Energy - Kathleen Kelley /Queen Anne's Gate Capital   •   London   10 - 10 Feb 26       Predictive Investment Models for Idea Generation and Risk Management - Hugh Vuillier /Variant Perception   •   New York   16 - 19 Feb 26      
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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Fino Payments Bank (FINOPB IN), Voltamp Transformers (VAMP IN), BYD (1211 HK)

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 December, 2023