Niveshaay – Page 2 – We Nurture your Wealth

May 03, 2024

Niveshaay Annual Letter 2024

It’s that time of the year when we put our thoughts to perspective, reflect on our past successes and what didn’t work for us, evaluate areas for improvement, and convene with our team to set goals and agendas for the upcoming year. First and foremost,...

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April 19, 2024

India’s Consumer Boom Unveiled

The first two decades of this century were China’s, then this decade and beyond will be India’s. The consumption story in India is just unfolding. – Sanjiv Mehta, Former CEO and MD, HUL India, boasting a population of 1.4 billion, has recently surpassed China to...

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February 27, 2024

Is the Wind really blowing in favour of Wind Industry ?

What do you think when you hear the word ‘renewable energy’? Solar, right? However, when we say renewable energy, it is not just solar; there are other renewable energy sources that are included, like wind energy, hydro energy, bioenergy, etc. Solar is the most popular...

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January 18, 2024

Recycling: Turning Waste Into Opportunity (Part II)

In the previous blog, we touched upon the favourable economics of recycling, highlighting the potential savings associated with using recycled materials. In the current blog, we will discuss more about the recycling industry and how we can shift our investing gears towards an investment opportunity....

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November 21, 2023

Indian Aviation Industry: Who’s leading the Pack? (Part I)

Over the years, the aviation industry has witnessed numerous challenges aggravated by persistent stings of economic slowdowns, crude shocks and COVID-19 lead standstill. Despite these serious challenges, the Indian market has emerged as the third-largest and fastest-growing aviation market in the world, growing at almost...

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November 11, 2023

Launch – Niveshaay Consumer Trends Portfolio

India is a consumption-driven story. What works in India’s favor on the private consumption front is the size of its consumer base, the rising income, and the aspirations of its young population, which is the largest in the world. As for investments, with the size...

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October 13, 2023

Recycling: Favourable Economics Of It (Part I)

Two decades ago, it was hard to imagine that the share of renewables (including hydro) in global electricity generation could touch ~30% in 2023. The energy transition in India has been in an accelerating phase, thanks to the favourable government policies. Why has it suddenly...

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July 22, 2023

Electronics System Design and Manufacturing (ESDM) Industry

Research Analyst – Karan Sanwal (karan.sanwal@niveshaay.com) Why does the industry look interesting to us? India has been importing huge quantities of electronic products since decades. In fact, import of electronic products accounts for the second highest import bill. Multiple reasons like lack of infrastructure, technical know-how,...

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April 30, 2023

Niveshaay’s Green Energy Smallcase journey since inception

Green Energy Smallcase Performance – Niveshaay launched the Green Energy Smallcase in March 2021, and since then, this portfolio has delivered 3x return. The portfolio primarily consists of three themes: Renewable Energy, Electric Mobility, and Recycling. These themes have performed exceptionally well in recent years,...

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