Voyage Capital

Budget 2022 Series – Banking and Financial Services

For many industries, the last two years have been nothing short of a roller coaster ride. The banking and financial services business is regarded as the pillar of any economy. The pandemic has had the greatest impact on bank as...

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Voyage Capital @voyage

Reputation: 1,027 • Jan 22 11:43 AM

Budget 2022 Series: Steel sector

The Indian Steel Association (ISA), the country's industry body for steel manufacturers, has submitted its wish list to the government ahead of the Union Budget 2022-23, which includes, among other things, the reduction and rationalization of var...

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Voyage Capital @voyage

Reputation: 1,027 • Jan 17 4:14 AM

Budget 2022 Series: Pharmaceuticals

Budget 2022 is upcoming on 1st February 2022. The market is usually turbulent on that day and presents many emotions for the investors. We, in this article, look at how government policies will impact Pharma and what to expect out of Budget’22...

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Voyage Capital @voyage

Reputation: 1,027 • Jan 15 8:46 AM

Budget 2022 Series - Real Estate and Renewables

Expectations around the budget are buzzing the media throughout the prior month. Expert advice has suggested many sectors that may benefit and many that may not reap fruits from the big day. Two such sectors expected to gain in the...

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Voyage Capital @voyage

Reputation: 1,027 • Jan 11 3:08 AM

Venky: A business to bet on and a Stock to accumulate for long term   

Venky's (India) Ltd, a part of the VH Group, is an Asia-integrated poultry group. It's a US$1.5 billion Indian conglomerate that comprises companies related to the poultry industry, including processed food, ...

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Voyage Capital @voyage

Reputation: 1,027 • Jan 8 4:24 AM

The Indian Auto Retail – How has the Year been for the Industry?

While the prospects for the Indian auto-industry at large looked bleak even pre-pandemic, the past year has been rather hard for this core industry of the nation. Taking a look at the year-end month of December we ...

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Voyage Capital @voyage

Reputation: 1,027 • Jan 4 4:50 AM

SEBI's Algo Trading Proposal Decoded

In a recent consultation paper, the Securities and Exchange Board of India (SEBI) reiterated the need for a regulatory framework for Algo trading and the use of application programming interfaces (API). The capital market regulator has propos...

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Voyage Capital @voyage

Reputation: 1,027 • Dec 22, 2021 11:57 AM

Breaking down ITC's first-ever analyst meet

Shares of ITC went up by 5% as soon as it was announced that its management would make presentations about the diversified business and take on analysts' questions head-on. Speculations of the widely discussed de-merger spread like fir...

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Voyage Capital @voyage

Reputation: 1,027 • Dec 20, 2021 5:39 AM

Rural Markets Forming a Hub of Opportunities

Urban markets have been the primary location for consumer durables in the past. The condition was due to ease of advertising, distribution channels, and adaption to change in urban areas. 
However, lately, especially after the advent ...

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Voyage Capital @voyage

Reputation: 1,027 • Dec 19, 2021 11:58 AM

Impact of RBI’s move to introduce PCA on NBFCs

The Reserve Bank of India’s (RBI) move to bring Non-Banking Financial Companies (NBFCs) under its Prompt Corrective Action (PCA) framework will have a minimal impact and will largely be neutral for the sector as the companies covere...

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Voyage Capital @voyage

Reputation: 1,027 • Dec 11, 2021 1:40 AM

Shriram Transport Finance: An Opportunity Or Not 

Shriram Transport Finance (CMP: Rs 1492, Market Cap: Rs 40,371) has not been able to deliver the returns which are being expected from the company, with the stock down 1 percent against a 14 percent rally in the Nifty in the last...

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Voyage Capital @voyage

Reputation: 1,027 • Dec 8, 2021 11:45 AM

The FMCG Price Hike Aftermath

In the past six months, there has been a steady increase in the prices of the products across categories in the FMCG market. Hindustan Unilever (HUL), one of the largest FMCG companies, has increased the prices of its soap brands such as Lifebuoy an...

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Voyage Capital @voyage

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Dec 5, 2021 6:45 AM

#ABSLAMC #HDFCAMC #NAM-INDIA

Voyage Capital @voyage

Reputation: 1,027 • Dec 5, 2021 6:38 AM

The NFO Wave - Successor For The IPO Wave

In an economy, where low interest rates and easy access to cash have fueled an iconic bull run and a never-seen-before IPO frenzy, we have yet another implication of the unduly high liquidity in the Indian Money Market – The NFO Wave.
IN...

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Voyage Capital @voyage

Reputation: 1,027 • Dec 2, 2021 12:07 PM

Difficult Time For Textiles

Last week, 6000 owners of knitwear and allied industries shut the garment industry with lowering shutters and sitting on hunger strike. They demanded relief on rising cotton yarn prices for the last 10 months and the ban on its exports. The issues the...

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Voyage Capital @voyage

Reputation: 1,027 • Nov 28, 2021 9:21 AM

The Telecom Tariff Hike

The players in Indian telecom Industry have faced a stretch of turmoil in the last 5 years. Right from the point in 2015 where 1 GB of data cost Rs 226 per GB to Rs 7 per GB in 2021, the journey has been an exuberant one for some players and a distressing...

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Voyage Capital @voyage

Reputation: 1,027 • Nov 28, 2021 9:01 AM

The Telecom Tariff Hike

The players in Indian telecom Industry have faced a stretch of turmoil in the last 5 years. Right from the point in 2015 where 1 GB of data cost Rs 226 per GB to Rs 7 per GB in 2021, the journey has been an exuberant one for some players and a distressing...

Add your reply here

Voyage Capital @voyage

Reputation: 1,027 • Nov 23, 2021 4:34 AM

Tata Motors: Slowly making its way to the future

After a decade of ups and downs, TaMo has slowly scripted an impressive return to the Indian auto sector. Once considered a laggard with eroding market share and no future potential, the company has not just shown signs of recover...

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Voyage Capital @voyage

Reputation: 1,027 • Nov 20, 2021 8:12 AM

Pharmaceutical Industry: The Pandemic Bull, Now the Bear?

The Pharmaceutical Industry has had a Bull Run which was unimaginable before the Pandemic. The Nifty Pharma Index had almost doubled within 10 months of the Pandemic low on 27th March 2020. This Industry holds a lot of st...

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Voyage Capital @voyage

Reputation: 1,027 • Nov 16, 2021 7:03 AM

Why does IndusInd Bank's evergreening activity hurt investors?

On November 5, 2021, ET reported that whistleblowers (including a group of senior employees) alleged Bharath Financial Inclusion (BFIL) and its parent IndusInd Bank about an evergreening activity taking place extensi...

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