Ritu Singh Profile picture
Jun 23 32 tweets 11 min read
We've spent a mad amount of time, energy and love creating the #MadAboutMarket series on @CNBCTV18Live!

As we take a break, here's a 🧵 on all the topics @blitzkreigm and I have covered so far 👇🏾
Episode 1: The IPO market boom, and the rise of retail equity investors in the stock markets. We asked if it would sustain, and highlighted the risks and rewards of it all.

Episode 2: The gush of liquidity, easy money creating a crowded Unicorn club in India. We spoke about how investors could burst-proof themselves if things went awry.

Episode 3: India's Electric Vehicle ecosystem, where we talked about what would make consumers switch, and how EVs today compare with traditional IC engine cars- pricing, performance, everything.

Episode 4: The pandemic-fulled rise of India's internet-only Direct to Consumer (D2C) companies, and what their endgame could be.

Episode 5: The re-wired, new age investors, and how @zerodhaonline, @_groww and their ilk are disrupting the way we invest today.

Episode 6: Understanding India's Mobile Internet Economy- how the smartphone and internet boom has paved the way for the growth of multiple industries.

Episode 7: The Indian Premiere League (IPL) and the business of sports in India- why we remain a cricket-crazy nation, and what it will take for India to be a truly sport-loving economy.

Episode 8: The BNPL or Buy Now Pay Later culture in India. We spoke about the business models of these fintechs, and how this is changing the credit culture of India.

Episode 9: Revenge travel and work-cations and weekend stay-cations- we checked-into India’s hotel industry in this one.

Episode 10: Tracking India's insatiable appetite for fast-food with the state of the QSR or Quick Service Restaurants. With increasing consciousness about health, we asked if India is hungry for more.

Episode 11: India's beauty & personal care market- from a near `87,000 cr market in 2016 to over `1.1 lk cr in 2020, this market with new age cos like Nykaa and MyGlamm is expected to touch nearly `2 lk cr by 2025.

Episode 12: Parcels from your online shopping at your door every other day during the pandemic? Yeah, we've all been there. Thank our logistics industry! We track their transformation in this one.

Episode 13: The pet care industry: Pet adoptions soared during the pandemic, and Indians are spending on them like never before. India's pet care market stood at Rs 3702 cr in 2021, and is expected to nearly double by 2026.

Episode 14: India's big fat wedding industry, at USD 50 billion, growing at ~25-30% p.a. With more and more people opting for intimate gatherings- we ask if the pandemic has changed this market for good, or does the love for grand shaadis continues

Episode 15: We started the show with the new-age cos IPO boom and so we kicked off season 2 of the series with this one-on how life after listing has been for these young companies.

Episode 16: House of Brands business- India's fastest unicorns. We ask if the Thrasio model- which we are seeing with the likes of Mensa, Mamaearth, GoodGlammGroup- the safest way to success, a necessity in low-liquidity environment or just a passing fad?

Episode 17: Home Improvement, a big theme in the pandemic as a lot of us turned our living rooms and bedrooms into offices. We asked if the return to offices could put a brake on the growth of the home improvement industry.

Episode 18: Women & Economy. When societies become more equal, economies become more resilient. It’s not just the right thing to do, gender equality makes economic sense.

Episode 19: Like an FMCG co says: eat healthy, think better! Un-junking, the move towards healthier foods. We ask if these health and wellness packaged foods would get commoditised, or remain a premium play.

Episode 20: The UPI Ecosystem: growth drivers and speed bumps for what has been a fascinating journey.

Episode 21: Quick Commerce and Zomato's 10-minute delivery idea. Does all the cash-burn justify the opportunity? Is there a market for super-fast deliveries?

Episode 22: Did you know that India's Gaming industry is bigger than the Music and Bollywood industry put together?

Episode 23: India's $ 17 billion non-alcoholic beverages market. We ask if the high-sugar packaged beverages market could lose its fizz to healthier alternatives.

Episode 24: The Spice market- huge, but highly unorganised, and dominated by regional players. Can large national and multi-national companies add some seasoning to this growing market?

Episode 25: The booming baby-care industry, pegged at a little over $ 15 billion as of 2022—expected to grow at a CAGR of over 17% to almost $40 billion by 2029.

Episode 26: Will ONDC be for e-commerce what UPI was for payments?

Episode 27: Coffee- the world’s most widely consumed beverage, the second most traded commodity in the world after oil. In this chai-loving nation, we ask if it's time to smell the opportunity in the coffee market, or will tea keep cutting it to size.

Episode 28: Music industry. Indians spend more hours listening to music than the global avg. Those between 25-44 yrs of age listen to music for 28 hrs/week. Yet, India ranks only #17 in the global music market. What will it take to break into the top 5?

Episode 29: India's hottest new asset class. Sneakers!

Episode 30: the Wearables market- smartwatches, ear-wear, and all that jazz!

Episode 31: We end the second season with one of the most fun episodes- chatting with the biggest content creators about the creator economy, which created almost 7 lakh jobs in 2020 alone!

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Ritu Singh

Ritu Singh Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @_ritusingh

May 12, 2020
#PMModi announces a Rs 20 lakh crore #AatmanirbharBharat package to combat COVID19 focused on land, labour, liquidity and laws. Among other things, it factors in the liquidity support already announced by @RBI. (1/n)
Here's how much liquidity support @RBI has provided:
*Feb - March 27: Rs 2.8 lk cr
*March 27 announcement: Rs 3.74 lk cr (via MSF, CRR & TLTRO)
*April 17 announcement: Rs 25,000 cr via TLTRO 2.0 + Rs 50,000 cr refinance scheme
*April 27 announcement: Rs 50,000 cr SLF-MF

(2/n)
In summary, @RBI has already announced liquidity support of Rs 7.79 lakh crores at least. Yes, some of this has not actually come into the system, example TLTRO 2.0 not fully subscribed, SLF-MF window hardly used. That aside, the total still comes to Rs 7.79 lakh crores (3/n)
Read 5 tweets
May 10, 2020
Just in | @HDFC_Bank Spokesperson to @CNBCTV18Live on reports of layoffs at @hdbfsl:

"This is to clarify and set the record straight with respect to certain posts pertaining to our subsidiary HDB Financial Services in social media and a section of the press..." (1/n)
"...What we are seeing is an attempt by handful of disgruntled employees to take advantage of the current situation. This involves a minuscule number of employees out of the total 1 lakh+ & has nothing to do with the ongoing lockdown or the resulting economic situation." (2/n)
"...We would like to take this opportunity to reiterate that we as a group take pride in being a responsible employer & will do nothing to let that pride diminish. It’s pertinent to add here..." (3/n)
Read 4 tweets
Apr 15, 2020
#LockdownExtended
#Covid19India
LOCKDOWN RELAXATION GUIDELINES
Home Ministry Says
* Select necessary activities may be opened from April 20 in identified areas
* No activities permitted in designated containment zones
*Addl activities to be implemented in a phased manner
LOCKDOWN RELAXATION GUIDELINES
Construction Permitted from April 20
* Roads
* Building projects
* Irrigation projects
* Industrial projects
* MSME projects in rural areas
* Renewable energy projects
* Continuation of work within city limits if workers available on site
#HomeMin
LOCKDOWN RELAXATION GUIDELINES
Services Permitted From April 20
* Plumbers
* Motor mechanics
* Electricians
* Carpenters
#HomeMinistry
Read 7 tweets
Mar 27, 2020
#RBIActs
*Repo Rate cut by 75 bps to 4.40%
*Reverse Repo Rate cut by 90 bps to 4%
*MPC to continue with accomodative stance
*Shaktikanta Das, R Dholakia, Janak Raj, Michael Patra voted for 75 bps cut; Chetan Ghate, Pami Dua for 50 bps cut
*No inflation, growth projection given
#RBIActs
*All lending institutions permitted to allow a moratorium of 3 months on payment of instalments for all term loans outstanding as on March 1, 2020
*Repayment schedule, all subsequent due dates, as also the tenor for such loans may be shifted across the board by 3 months
#RBIActs
*All lending institutions permitted to allow a deferment of 3 months on payment of interest in respect of all working capital facilities outstanding as on March 1, 2020
*The accumulated interest for the period will have be paid after the expiry of the deferment period
Read 7 tweets
Mar 13, 2020
#FinanceMinister @nsitharaman on #YesBank:
*Cabinet has approved the reconstruction scheme for Yes Bank
*Interest of depositors, stable fin environment at the core of reconstruction scheme
*Key features of reconstruction plan will be available in detail as soon as notified
#FinanceMinister @nsitharaman on #YesBank:
*Yes Bank reconstruction scheme will be notified very soon
*SBI coming in at 49% at the moment
*3 year lock-in period for SBI for at least 26% of their investment
*3 year lock-in period for private investors for 75% of their investment
#FinanceMinister @nsitharaman on #YesBank:
*Moratorium on Yes Bank to be lifted within 3 days of notification of scheme
*New board to be constituted within 7 days of moratorium being lifted
*Board will have at least 2 members from SBI
Read 5 tweets
May 18, 2018
#Insolvency Almost a year since @RBI released the list of 12 large defaulters to be marched to NCLT, and we have seen ONE successful resolution so far. Two, if you count Electrosteel Steels, which exited bankruptcy briefly, only to be pulled back in. Here's a quick check (1/n)
#Insolvency #BhushanSteel NCLT approved Tata @TataSteelLtd's takeover of Bhushan Steel. Tatas offered Rs 35,200 cr to settle the lenders' dues at a 37% haircut. Done deal? Bhushan Steel promoter Neeraj Singhal has filed an objection in the matter, NCLAT hearing on May 21. #IBC
#Insolvency #ElectrosteelSteels resolution plan submitted by @VedantaLimited for Rs 5,320 cr was approved by NCLT, but Renaissance Steel, another contender for the company, is now contesting the bid. NCLAT has ordered a status quo on sale of the company until further hearing.
Read 13 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(