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FX in the time of Football World Cup - Round 16 predictions

29.06.18 03:25 PM By Tat-Support - Comment(s)
FX in the time of Football World Cup - Round 16 predictions

The 2018 FIFA World Cup is underway, and the field has been set for the 16th round of the world's biggest sporting event. 

Did you know - World Cup 2018 has garnered over 117.3 million views in India alone! 

We are trying to predict who is going to win the next ...

Active Global Listed Infrastructure Strategies to offer better downside protection for investors

18.06.18 02:20 PM By Tat-Support - Comment(s)
Active Global Listed Infrastructure Strategies to offer better downside protection for investors

Below are the highlights: 

  • Global listed infrastructure investors have earned very healthy returns over the past decade.
  • Despite increasing allocations in the past decade, the asset class is still under owned by many Superannuation funds.
  • Strong secular returns have been underpinned by earnin...

Whitepaper: Access idiosyncratic growth from Global Small Caps

18.06.18 02:09 PM By Tat-Support - Comment(s)
Whitepaper: Access idiosyncratic growth from Global Small Caps

Despite the high certainty of global small caps out-performing global large caps (aka the ‘small cap effect’) over the long term, Australian institutional and wholesale investors have been reluctant to allocate equity capital outside the global large caps and global emerging markets. As a matter of ...

Growth, Momentum and Quality factors drive world equity market returns

26.04.18 01:28 PM By Tat-Support - Comment(s)
Growth, Momentum and Quality factors drive world equity market returns

Highlights from our review of the global equity market factor premium: 
  • There was a high level of persistence in growth, momentum and quality factor premiums over 3, 6 and 12 month periods.
  • In addition value factors underperform with high level of persistence over time periods and acros...

Asset allocation biases of Australian Super funds, active manager performance in Emerging markets and trends in equity market factor premium

21.11.17 12:10 PM By Tat-Support - Comment(s)
Asset allocation biases of Australian Super funds, active manager performance in Emerging markets and trends in equity market factor premium

Here's your monthly round up of the latest Foresight posts.

Do active managers add value in Emerging market equities? Part 1.

  • Emerging Markets (EM) have been outperforming Developed Markets (DM) and this trend is likely to continue given the fundamental backdrop.
  • Factor premiums across EM have been ver...

India’s banking challenges in the fintech era, and the role of Aussie firms

23.10.17 03:58 PM By Tat-Support - Comment(s)
India’s banking challenges in the fintech era, and the role of Aussie firms

Indian FinTech industry is without doubt growing at an outstanding pace, giving the highest RoI of 29% against the global average of 20.1%. (Source: PwC - Redrawing the Lines - 2017). Statista reports that the transaction value of the Indian fintech market is $44,068mn in 2017, with a...

The role of Intelligent Transport System (ITS) & Smart Cities in the newage development paradigm

11.10.17 04:05 PM By Tat-Support - Comment(s)
The role of Intelligent Transport System (ITS) & Smart Cities in the newage development paradigm

In our last insights, we saw the advent and evolution of Internet of Things (IoT) & related fields - their ongoing, humungous impact on the growth trajectory, and the need for connectivity to offer simpler, richer and energy efficient ways to perform any task. Harbouring on that resourceful role...

Aiding Australian Family Offices to Turbo-Charge Portfolios with Indian Investment Opportunities

05.10.17 12:24 PM By Tat-Support - Comment(s)
Aiding Australian Family Offices to Turbo-Charge Portfolios with Indian Investment Opportunities

India is at the phase of a massive growth influx, with rapid transformation, rising reforms, increasing innovations, and a huge and eager market. In this insights, we will see how it ties together different aspects of its vast market, beckoning investors to cash in on the growth potential.

Economic o...

8 Million Indian SMEs to process 4 billion GST receipts every month - The opportunity for ANZ fintech.

12.07.17 04:10 PM By Tat-Support - Comment(s)
8 Million Indian SMEs to process 4 billion GST receipts every month - The opportunity for ANZ fintech.

INDIAN GST - WHAT, WHEN, WHY

More than 10 years after it was initially proposed, India has rolled out a Goods and Services Tax on July 1 2017 making it the single biggest tax reform since Indian independence in 1947. The GST will simplify a highly complex and layered tax system comprising of upto 17 ...

Impact of FX on Travel Agents and Operators

06.07.17 04:36 PM By Tat-Support - Comment(s)
Impact of FX on Travel Agents and Operators

Fluctuating Exchange Rate impact bottom line 

The travel industry is an international business with FX movements having a direct impact on bottom line, exposing the businesses to economic uncertainties and making it difficult to protect your projected profit margins. Travel Agents and Opera...

Should Australian Family Offices listen to global investors' view on India

06.07.17 04:30 PM By Tat-Support - Comment(s)
Should Australian Family Offices listen to global investors' view on India

Out of the 284 Australian family offices that we regularly speak to, 22% have shown strong interest to invest into India. Yet, we are only aware of 7% who have been investing into India to date.

Ever since our efforts began over the past 4 years to educate the family office sector about the India opp...

Impact of IOT and Artifical Intelligence on the daily living in the near future

06.07.17 04:15 PM By Tat-Support - Comment(s)
Impact of IOT and Artifical Intelligence on the daily living in the near future

Every corner we turn, the world is abuzz with words like Internet of Things, Artificial Intelligence, Video Analytics and Machine Learning, but what do these buzzwords mean? Can we imagine a world today without a mobile and internet? The answer seems to be a big ‘No!’ to most part of the world ...

“Invest in yourself": Q&A with Jay Kumar of Foresight Analytics

16.06.17 12:15 PM By Tat-Support - Comment(s)
“Invest in yourself": Q&A with Jay Kumar of Foresight Analytics
Nearly two years ago Jay Kumar harnessed his "life-long personal values, corporate and investment experiences" to launch Foresight Analytics, a quant-based analytics, research and advisory firm. He tells Industry Moves about some of the joys, lessons and challenges he's experienced in the ...

India: Growth & Opportunities 

02.05.17 12:12 PM By Tat-Support - Comment(s)
India: Growth & Opportunities 

At the AsiaConnect roundtable hosted by Swaab Attorneys - Ram Gorlamandala, Co-founder and Director at Tat Capital presented the story behind the state of Fintech in India including the impact Aadhaar (India's national biometric identity card) has had on individuals and corporates and how ...

Aadhaar & its Implication for Corporate India

10.04.17 04:53 PM By Tat-Support - Comment(s)
Aadhaar & its Implication for Corporate India
"When you bring a new capability like Aadhaar, it takes time for people to understand what it does and how it can be used. There is certain diffusion time, we are in that phase, I am very confident in the coming year, Aadhaar based companies and application will be numerous. It will become a bi...
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