EQ Saturday Sapience #83
Equity Intelligence 7th September 2024
UPI could become a cornerstone of India’s technological diplomacy and a powerful tool for expanding its imprint on the world stage, For years, non-performing assets plagued them, but banks have now managed to contain these NPAs, it’s not great news if you’re an asset recovery company, Why a telecom company moved to sports broadcasting and how the business is shaping up, Ransomware is one of the most dangerous and fast-growing threats in the digital world today.
- UPI’s growth is nothing short of extraordinary. From processing 0.8 billion transactions in January 2018 to over 14.4 billion in July 2024, UPI now handles nearly 80 percent of India’s digital payment. This massive adoption is due to UPI’s seamless integration with India’s existing banking infrastructure and the widespread use of mobile internet… Read more
- Asset recovery companies are grappling with challenges on three fronts today. First, the Reserve Bank of India (RBI) has mandated higher capital requirements, stronger fraud detection measures, and greater compliance. Second, with corporate bad loans dwindling, ARCs have been pushed towards smaller retail loans. The third and more recent challenge is the advent of India’s so-called bad bank, the state-owned National Asset Reconstruction Company Ltd (NARCL)… Read more
- Tata Communications has been the broadcast partner for over 80,000 live sports events across multiple geographies. In a podcast conversation, the management articulates why the telecom company moved to sports broadcasting and how the market is shaping up… Listen here
- Ransomware attacks are on the rise, with a notable 24% increase during the second quarter of 2024 alone. The Gen Threat Report, formerly known as the Avast Threat Report, revealed a whopping 379% increase in ransomware activity in India, followed by 100% for the US, UK, and Canada, and 66% in Australia… Read more
- “In investing today, change is the real constant. What might have seemed a safe investment to Benjamin Graham, such as owning the shares of an asset-rich underperformer, is not necessarily safe anymore because the company’s business model may be imploding. In the world of investing, the idea of dramatic change is nothing new as one era ends and another begins.” —Seth Klarman
