HDFC AMC has it all. The HDFC brand, INR4 lakh crore of assets under management, and a market with a rising number of retail investors. Still, on a day when the Sensex measured mount 50K, the stock fell 110 points. So, what went wrong? The story has a long prequel.
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Auto + Aviation Tesla’s start in India may be muted due to high prices. But with large-scale domestic manufacturing and localisation, like it did in China, the Elon Musk company may offer EVs at competitive prices. With a robust automotive supply chain, lower corporate tax rates, and software skills, India could become a solid local market and an export hub for Tesla.
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Consumer Rebel Foods is taking on the distribution of established brands like Wendy’s, Natural’s Ice Cream and Mad Over Donuts. The company tasted success when it pivoted from QSR chain to delivery-only brands. But cracks in that model are beginning to show, and there’s a clear shift in focus. Where does that leave its own brands?