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2 months

Co-Living: The New Star of Indian Rental Housing

Co-living, like car-pooling and co-working, is the result of demand for more evolved rental housing solutions coming from millennials, students and young working professionals whose choices differ vastly from those of previous generations. Currently, this new accommodation option is most popular with young and unmarried millennials aged anywhere between 20-30 years. Professionals who don't live with their families in the city of work are also considering this option. 

3 months

Fintech is Reshaping the Banking World

At the Huawei Financial Services Industry (FSI) Summit in Shanghai this week, the biggest financial services players in China were showcased. We heard from ICBC, the largest bank in the world, along with China Life and others talking their digital strategies in the Bank 4.0 world. There was a great deal of discussion around “A-P-P” development and architecture, the vernacular for mobile smartphone software apps in China, along with discussions on how AI, Internet of Things, Cloud and Edge computing are changing financial services.

3 months

Cheap Fed Liquidity Forestalls Deleveraging & Entices Debt

Over the past few months I revisited nearly everything I thought I knew about money and banking, and in particular, central banks. There are lots of strong opinions with respect to how and why they impact the investment markets and economy. As a macro-minded investor, these are crucial issues. As an Integrating Investor, there was only one way to get my arms around it—to dig in. I found that the Federal Reserve’s (Fed) impact is more indirect than I previously believed. Surprisingly, both Austrian and Keynesian perspectives support this.

3 months

Private Equity Still Votes for Commercial Real Estate

Commercial segment saw a total PE inflow of nearly USD 2.8 bn in 2018 - up from USD 2.20 bn in 2017 Office yields are 12-14% PA, rental yields for housing 2.5-3.5% Residential revival depends on returning investor interest

3 months

Indian Government Sops Boost Housing Sales by 12% in Q1 2019 over Q4 2018

New supply across top 7 cities up by 27% q-o-q – from 55,600 units in Q4 2018 to 70,490 units this quarter; defies conventional election period trends Pune and MMR see max. quarterly rise in both housing sales and new supply; absorption in Pune rose by 24%, in MMR by 19% Bengaluru frontrunner in shedding unsold stock; sees 9% decline in Q1 2019 over previous quarter & a 27% yearly fall New affordable housing supply sees over 47% q-o-q jump – from 20,800 units in Q4 2018 to 30,750 units this quarter Annual housing sales rise 58%, new launches up by 91% across the top 7 cities

4 months

New E-commerce Policy: Indian Retailers Seek to Override the Fallout

The advent of e-commerce in India 'smartly' altered the shopping habits of Indian netizens. Anything and everything - from groceries to apparel to electronics etc. – is now just a click away. For a while, it appeared that 'couch potato shopping' was gaining prominence and disrupting the entire brick-and-mortar business. 

4 months

Is Artificial Intelligence Enhancing or Destroying Financial Planning & Analysis as We Know It?

When I hear or read that artificial intelligence (AI) is “disrupting” financial planning and analysis, I tend to challenge the premise. The word “disrupt” means to me to interrupt, alter or destroy the structure of something. I look at AI (or really all technology for that matter) as having the potential to enhance and/or improve the financial planning & analysis (FP&A) function. Semantics? Maybe.