Foreign Direct Investment


A Good Week for Tech Stocks, Hotels and Bears

Beware the Chef who won’t eat his (or her) own food, but fear the food even more: on which basis the Bombay Stock Exchange (BSE) was certainly cooking this week. Tata Consultancy Services announced a second stock re-purchase in as many years, equivalent to some 2% of its overall share value, and India’s largest software ...

Modular Construction and India’s Urban Challenge

India’s already congested conurbations will have to find homes for 900 Million more people by 2050, and assuming a modest four person occupancy rate that means 856 new homes will have to be built every hour, every day for the next thirty years (fourteen a minute in case you’re wondering), with the subcontinent’s builders working ...

A Paradigm Model for India’s Consumer Boom

Like Facebook, the founders of Google hatched their plans for world domination in a dorm room, and like Amazon they moved into a garage for their first office. In those early days a bell would ring in Amazon’s garage each time it sold a book, and the staff would check to see if they knew ...

Going Green: India’s hotel sector is changing its complexion

On average the phrase “Eco Hotel” is searched at least 4,500 times a day on Google, targeting businesses operating on the subcontinent: stark evidence (if evidence be needed) that travellers of every complexion are increasingly aware of the importance of environmental compliance in their choice of hotel accommodation. But the recent surge in demand for ...

Post Brexit: the enigma of Free Trade

No less than 800 Indian companies currently do business in the UK, investing $5.95 Billion and generating revenues of $66.5 Billion annually. And the UK ranks 15th amongst India’s trading partners: at $18.2 Billion, it is the subcontinent’s fourth largest inward investor. So what will Brexit do to that relationship? The process of EU withdrawal ...
India GDP Growth - Red Ribbon Fund Management

What Goes Around Comes Around: India GDP growth

Before Lord Clive’s blue-coated enforcers moved in, as the military wing of the East India Company in the late eighteenth century, between 60% and 70% of the World’s manufactured goods were produced in India: more than all the countries of Europe put together. But by 1952 the subcontinent’s share had dropped to 3.8% and, as ...
IPO Market India - Red Ribbon Fund management

Getting to Market: India’s IPO Powerhouse

We grow used to newspaper headlines barking out “the hottest April ever” and, perhaps oddly, “the coldest April on record” (both of which now seem to be true), because we live in a world of complex superlatives, most of which will be forgotten in a week. But here’s one you would do well to remember: ...
Real Estate India - Red Ribbon Asset Management

“The Time for Change is Now”

Western Economists react sceptically to any suggestion of a model for sustainable economic growth, reverting typically to Keynes’ maxim that most “markets can stay irrational for longer than you can stay solvent”. And certainly since the financial meltdowns of 2008, markets across the globe have grown increasingly accustomed to short-term investment strategies, often with the ...

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