<ol><li class="ql-align-justify">Monish Pabrai </li><li class="ql-align-justify">High Return Low Risk Model </li><li class="ql-align-justify">Taleb : Anti Fragile : Focus on Elminating down-side risk </li></ol>

Dhandho Investing 

<ul><li>1970s Patel Enter Motel Business in USA </li><li>10 - 15  years dominate motel business </li><li>Low Cost Family Driven Operations </li><li>Go Deep once they dominate the operation and buy more motels </li></ul>

Patels controlling Motels 

9 rules of Investing

<ol><li>Cash Cow </li><li>Reduces Unknown Risks </li></ol>

Existing Business

<ol><li>Competitive Advantage </li><li>Blue Ocean </li></ol>

Durable Moat of Security

<ol><li>Reduced Disruption risk </li><li>Stable Business </li><li>Opportunity in efficiency </li><li>Professional Services </li></ol>

Less Change 

<ol><li>Not Complex Supply Chain </li><li> </li></ol>

Simple Business 

<ol><li>Double Down once in control and understand the economics</li><li>Exponential Returns at scale  </li></ol>

Bet Big Once success is Seen 

<ul><li>High Concentration in Portfolio </li><li>Kelly Formula 80 % value from Top 3 investments </li><li>Rakesh Jhunjhunwala  : Titan</li><li>Warren Buffet : Coke </li></ul>

Position Sizing

<ol><li>Business where there is an inherent Arbitrage </li><li>ex: Indian IT in the 90s where cost of labour was multiples lower than the west </li><li>Being present in both markets [ Indian Americans ] </li></ol>

Inherent Arbitrage 

<ol><li>Invest when there is blood on the streets </li><li>Right time to  get entry into big Opportunities </li><li>Have Cash in hand to take advantage of these opportunities </li><li>Warren Buffet 2008 financial Crisis </li></ol>

Enter in Distress 

<ol><li>Low External Disruption </li><li>Control of Key Resources </li><li>Scale and Distribution </li><li>Customer Acceptance </li></ol>

Low Risk / Uncertainty 

Simple Ideas and Guidelines to investing 

The Dhandho Investor book summary tells you about the low risk, low investment method of generating high returns and running a successful business. The dhandho investor by mohnish pabrai is one of the most respected book in the field of value investing andcompany valuation. Learn the Business success formula and secrets of Gujaratis and Marwaris. You can BUY this book here - https://amzn.to/2JHYv5Z Our Premium Offerings Super funds Academy https://www.finology.in/super-funds.html Best Course on Stock Market Investing http://www.finology.in/academy.html Stock Selector https://www.finology.in/stock-selecto... Start investing in Direct mutual funds for FREE ! Special offer - Get 200 Coins As a sign up Bonus https://kuvera.in/signup?referral=KAMRA Open an Instant Online Zero Brokerage Trading Account https://zerodha.com/open-account?c=ZMPXIG ********************************************* INVESTONOMY by Pranjal Kamra- https://amzn.to/36kKrdj ******************************************** Other Great Books on Investing - Rich dad poor dad (HINDI) - http://amzn.to/2FQTIx0 Learn to Earn - http://amzn.to/2FHrLHx Dhandho investor - http://amzn.to/2BcAqOL Education of a Value investor - http://amzn.to/2D5Vtod Connect with Me - Twitter Tips - https://twitter.com/myfinology facebook connect - https://www.facebook.com/myfinology/ Instagram updates - @myfinology Email - Pranjal@finology.in. #bookreview #investing #hindi

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Low Risk - High Profit Business Method | Dhandho Investor by Mohnish Pabrai | Book Summary  in Hindi

<ol><li>Creation of zombie economy</li><li>Low interest rate regime</li><li>Cash generation excess </li><li>Loss of productivity in western economies </li></ol>

2008 Financial Crisis And The Death Of The Real Economy

<ol><li>1933 glass stiegel act reversed in 1999 </li><li> == converging banks and investment cos</li><li> 1999 stock bubble Qualcomm 2600% 1y </li><li> 2001 9/11 attacks </li><li> 2001 Enron financial debacle</li><li> 2002 shift to real estate investment</li></ol>

The background 

<ol><li> CDO collateralised debt obligations</li><li> CDS credit default swaps </li><li> Insure CDO risk ; extreme specialty; OTC; sold by risk owner </li><li> 2008 60 tn USD CDs</li><li> AIG Fannie Mae big buyers </li><li> Financial leverage / capital adequacy </li></ol>

Financial engineering 

<ol><li>funding non income individuals with mortgages ;</li><li>Mc Donald's worker with 6 homes</li><li>sub prime lending</li><li>Mortgage backed securities</li></ol>

Real estate bubble

<ol><li>2004 Collapse // Morgan Stanley </li><li>4.1 tn USD debt 30% us economy</li><li>Reset rates 2-3 years // foreclosure</li><li>1.3 million foreclosure 2007</li><li>Eo 2007 2.3 million homes foreclosure</li><li>Sub prime lender closure</li></ol>

Build up 

October 2022 Nobel economics

<ol><li>Bnp Paribas/ no liquidity in the market </li><li> Uk bank Northern rock ; first bank run since 1866 </li><li> Bear Stern's mar-2008 13.4 tn USD market value / 5th largest </li><li> Alan Schwartz CEO</li><li> 170 - 2 $ in 3/4 weeks </li><li> Lehman brothers / Erin CFO / risk 30x capital / June 2.6 BN $ loss</li><li> Goldman Sachs bets against mbs </li><li> 2008-09 Lehmann bankruptcy after 158y </li><li> 2009-0915 manic Monday Dow 500 points</li><li> Merill lunch ma with bank of america </li><li> Banking freeze / Harvard couldn't pay wage bills</li></ol>

The crash 

<ol><li>AIG = gov.us bail out 180 bn$</li><li>Occupy Wall Street</li><li>Crypto currency genesis</li><li>2.5tn $ debt purchase</li><li>By mid 2009 50% equity market collapse</li></ol>

The Afterma

<ol><li>European debt crisis 2009 - 2020 </li><li> Pigs : country crisis </li><li> 2009-0410 / declare crisis is over</li><li> 10% unemployed ; 6 million jobs; 8 million foreclosure</li><li> 2010 Dodd Frank act ; regulation ; </li><li> Bcso / bespoke collateralised security obligations </li><li> 40tn $ on corporate debt</li></ol>

Long Term Effects 

<ol><li>Cash infusion by governments ; the easy path </li><li> Quantitative easing</li><li> Riots in Greece</li><li> Iceland : systemic collapse 80% stock collapse</li><li> Landbankinn - glitnir ; 3 large banks; 12x GDP </li></ol>

Long Term Structuring

<ol><li> Millennials are poor than their parents</li><li> Dropping fertility rates</li><li> Low interest rate regime .. cheap money</li><li> Scaffolding: Low rate + excess cash </li><li> == disparity in population</li></ol>

Death of the real economy

Debt stocks and other assets

Everything bubble

Economic productivity dampening

Missing part of the puzzle

"Labour productivity is the most important factor determining living standards"

<ul><li>2020- pandemic cash surge</li><li> Jeremy Siegel was monumental mistake</li><li> Risk assets Like nfts</li></ul>

Pandemic And Acceleration

<ol><li>2021 Inflation surge</li><li>2022 Variable rate mortgages in Canada Australia UK will reset rates in next 1-2 years</li><li> 2022 Credit Suisse crisis</li><li>russia Ukraine war disrupts commodities</li><li>China zero COVID disrupts supply chain</li><li>Weakening $ with multilateral local currency trading RSA brics China India russia</li></ol>

Post Pandemic Geopolitics

<ol><li> Gold silver cash government bonds</li><li> Long term investment into innovation</li><li> Minimal simplify expenditure</li><li> independent life style</li></ol>

How to avoid risk / anti-fragile 

2008 financial crisis and impacts on real economy 

--- About ColdFusion --- ColdFusion is an Australian based online media company independently run by Dagogo Altraide since 2009. Topics cover anything in science, technology, history and business in a calm and relaxed environment. » Podcast I Co-host: https://www.youtube.com/channel/UC6jKUaNXSnuW52CxexLcOJg » Music | https://www.youtube.com/channel/UCGkpFfEMF0eMJlh9xXj2lMw » Twitter | @ColdFusion_TV » Instagram | coldfusiontv » Facebook | https://www.facebook.com/ColdFusioncollective Sources: https://scholar.princeton.edu/sites/default/files/markus/files/16f_reversalrate.pdf https://www.afr.com/policy/economy/the-opiate-of-low-interest-rates-20210209-p570zo https://data.oecd.org/interest/long-term-interest-rates.htm#indicator-chart https://en.wikipedia.org/wiki/2008%E2%80%932011_Icelandic_financial_crisis https://www.macrotrends.net/2324/sp-500-historical-chart-data https://www.aeaweb.org/research/endogenous-technology-adoption-productivity-decline-great-recession https://www.journals.uchicago.edu/doi/full/10.1086/680580 https://www.econlib.org/archives/2017/03/the_great_reces.html https://fred.stlouisfed.org/graph/?g=3big https://www.youtube.com/watch?v=bx_LWm6_6tA https://en.wikipedia.org/wiki/Post-2008_Irish_economic_downturn https://www.thisismoney.co.uk/money/markets/article-11343945/UK-braces-highest-base-rate-rise-years-Bank-England-set-move.html https://www.fool.com/investing/2022/10/03/bank-of-england-hard-pivot-monetary-policy-fed/ https://www.intereconomics.eu/contents/year/2018/number/2/article/productivity-and-the-great-recession.html https://www.bls.gov/opub/ted/2017/labor-productivity-growth-since-the-great-recession.htm https://www.c-span.org/video/?281516-1/international-coverage-us-financial-crisis https://edition.cnn.com/2020/01/11/politics/millennials-income-stalled-upward-mobility-us/index.html https://www.investopedia.com/articles/03/071603.asp https://www.nytimes.com/2008/10/03/business/worldbusiness/03iht-sec.4.16681441.html https://commons.wikimedia.org/wiki/File:Leverage_Ratios.png https://www.cfr.org/timeline/us-financial-crisis https://som.yale.edu/centers/program-on-financial-stability/the-global-financial-crisis/financialcrisischarts https://www.newyorker.com/magazine/2018/09/17/the-real-cost-of-the-2008-financial-crisis https://www.schroders.com/en/insights/economics/the-global-financial-crisis-10-years-on-six-charts-that-tell-the-story/ https://www.investopedia.com/terms/n/notionalvalue.asp https://www.investopedia.com/terms/b/bear-stearns.asp#:~:text=Bear%20Stearns%20was%20a%20global,underlying%20loans%20began%20to%20default. https://smartasset.com/investing/hedge-fund-vs-investment-bank https://www.economist.com/media/globalexecutive/greenspans-bubbles-fleckenstein-e.pdf https://www.benzinga.com/general/education/22/01/19235337/this-day-in-market-history-alan-greenspan-issues-dot-com-bubble-warning https://www.investopedia.com/terms/c/creditdefaultswap.asp https://en.wikipedia.org/wiki/Glass%E2%80%93Steagall_legislation https://en.wikipedia.org/wiki/Global_financial_crisis_in_October_2008 https://www.investopedia.com/terms/b/bear-stearns.asp#:~:text=Bear%20Stearns%20was%20a%20global,underlying%20loans%20began%20to%20default. https://www.brookings.edu/wp-content/uploads/2018/08/2018-09-10-10am-FINAL-Crisis-deck-00-85.pdf https://en.wikipedia.org/wiki/Lehman_Brothers https://www.moneyandbanking.com/commentary/2020/11/8/the-case-of-the-treasury-account-at-the-federal-reserve https://en.wikipedia.org/wiki/JPMorgan_Chase https://americandeposits.com/history-quantitative-easing-united-states/ https://www.ifre.com/story/3375562/synthetic-cdo-machine-whirrs-into-gear-again-ntzlc1mtzp https://www.imf.org/en/Blogs/Articles/2018/09/05/blog-ten-years-after-lehman-lessons-learned-and-challenges-ahead https://www.investopedia.com/news/10-years-later-lessons-financial-crisis/ My Music Channel: https://www.youtube.com/channel/UCGkpFfEMF0eMJlh9xXj2lMw //Soundtrack// Burn Water - Nostalgia Dreams Working Men's Club - Valleys (Confidence Man Remix) Aleksandir - Between Summers Young American Primitive - Sunrise Rustic Bellyflop Nanobyte - Lost Time Oliver Heldens - Aquarius Yoji Biomehanika - Ding-A-Ling (DJ Scot Project Remix) (2002) Mosaik - Icarus (Need a Name Remix) Andre Sobota - Concluded (Original Mix) Paddy Mulcahy - On A Hill In Swinford Eluvium - Nepenthe Burn Water - Fate Balmorhea - Truth Burn Water - Soul Mates Hiyo - Don't Go Gem Club - First Weeks Juan Rios - What If I Told You Hammock - Wasted We Stared at the Ceiling Burn Water - She Shines to Master » Music I produce | http://burnwater.bandcamp.com or » http://www.soundcloud.com/burnwater » https://www.patreon.com/ColdFusion_TV » Collection of music used in videos: https://www.youtube.com/watch?v=YOrJJKW31OA Producer: Dagogo Altraide

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How the 2008 Financial Crisis Still Affects You

<ol><li>Bai lan : let it rot </li><li>Tai ping : lying flat</li><li>Unemployment 20%</li></ol>

Let it rot : china : economic crisis

<ol><li>1990 330 -- 13500 USD PCI 2022 </li><li> G44: consumer 34% means income disparity high .. also a factor </li><li> Common prosperity message from CCP </li></ol>

Explosive growth of economy

<ol><li>Gender mismatch </li><li>Population explosion in 1960s</li><li> </li><li>Little emperors Cozy mindset and upbringing </li></ol>

One child policy 1979

Image

<ol><li>Donald Trump as US President</li><li> Taiwan and India </li><li>Geopolitical aggression </li><li>siding Russian in Ukraine war </li><li> Reducing exports</li><li> companies exit to vt in my th bg </li></ol>

2017 conflict with usa and the west

<ol><li>Wuhan meat market</li><li>Lab based virus outbreak?</li><li>Decreasing trust of Chinese environment and economy</li></ol>

2020 COVID outbreak 

<ol><li> Ant financial IPO freeze </li><li>Alibaba 3b $ fine </li><li>Jack ma in detention </li><li>Edtech companies ban </li><li>1 tn USD value losses</li><li>Leading to 20% youth unemployment</li></ol>

2021 tech crackdown 

<ol><li> Japan / 400 bn exit find ; 30-40 exits</li><li>Samsung</li><li>Apple </li><li>Delisting Chinese companies from exchanges </li></ol>

2021 MNC company exits

<ol><li>multiple city lockdowns Shanghai zengzhou Guangdong </li><li>Supply chain problems</li><li>Companies exit China another factor</li></ol>

2022 Zero COVID policy

<ol><li>Real estate bubble</li><li>Price to income ratio very high unrealistic</li><li>Marriage and home ownership pressure </li><li>Evergrande </li></ol>

Real estate collapse 

<ul><li>Bai lan + Tai ping </li><li> video game always losing</li><li>9-9-6 hardwork culture </li><li>Living dorming in office </li></ul>

Losing feeling

References

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Mutiny In China - Youth is giving up on life "Let it Rot", CCP worried

Practicing a better swing to reduce error and variance; club face consistency is key for all golf shots

Keys Steps To A Good Golf Shot 

<ol><li>Understand the context</li><li>Align: to the target</li><li>Get the right Stance</li><li>Get your Hands right </li><li>Graduated Swing</li><li>Management of wrists </li><li>Mindfulness</li></ol>

Key Steps 

<ol><li>Lie and wind conditions</li><li>Distance and shot needed </li><li>WhichStick being used </li></ol>

Understand And Soak the context

<ol><li>Sense wind and lie</li><li>Mark direction on grass or with stick</li><li>Use stick between hands as a gauge </li></ol>

Align To The Target 

<ol><li>balance forward</li><li>legs : Ben Hogan</li><li>Upper body steady arms straight ready </li><li>Eye line front of ball</li></ol>

Get the right Stance

<ol><li>Left hand straight</li><li>right hand L-I </li><li>stretch upper body</li><li>anti chicken wing </li><li>Grip options based on stick and situation</li></ol>

Get your Hands right 

<ol><li>Straight hands back</li><li>slow back pause</li><li>Swing down gain speed </li><li>Easy flow and rhythm</li><li>Swing forward</li><li>Hip swivel </li><li>Ben Hogan bend spine right</li></ol>

Graduated Swing

<ol><li>Drag flick</li><li>Paint brush</li><li>Push don't hit </li><li>Wrist start and end positions</li><li>Don't over flick </li><li>Less to 0 wrist for near shots with wedges</li></ol>

Manage Your Wrists / Palm 

<ol><li>Shit happens: markovian mindset</li><li>Calm and easy</li><li>70% effort and tightness </li></ol>

Mindfulness

These are practice routines that are taking me from 24 handicap to scratch golf .. the swing is the biggest element in golf .. after putting which is on the green that can help shave 15 - 20 strokes off your game 

Practicing good golf swing

<ol><li>Holograms are virtual three-dimensional images created by the interference of light beams that reflect real physical objects. </li><li>To produce an accurate visualization of a hologram at a certain point in space</li><li>Needs two light waves to be coordinated in motion - a reference wave and an object wave. Both are formed by separating the laser beam.</li><li>Reference wave is created directly by the light source,</li><li>Object wave is reflected from the recorded object. </li></ol>

What is Holography?

In 1947, Dennis Gabor — a Hungarian-British physicist — developed today’s modern hologram theory while working on an electron microscope. However, optical holography didn't really advance until the advent of the laser in 1960. A laser emits a potent burst of light that only lasts a few nanoseconds.

Dennis Gabor 1947 

<ol><li>Stereotypical > via computer - with augmented reality glasses,</li><li>Realistic > physical - for optical displays. </li></ol>

2 ways to a Hologram 

Stereo Typical HoloGRam 

Peppers Ghost HoloNet : projecting holographic content on a mesh that's invisible to the viewers

Realistic holograms

<a href="https://youtu.be/0ics3RVSn9w">Holography Explantion</a>

Hologram video 

Using Holography for immersive education experiences

intersection of<ol><li>AI</li><li>Augmented Reality </li><li>digital human technology</li><li>voice cloning</li></ol>

Future of holography

Augmented reality will no longer require wearing special glasses but will be directly integrated into landscape objects. We already know how holographic pedestrian crossings and holographic advertising work.

https://www.respeecher.com/blog/holograms-real-life-technology-works-industry-use-caseshttps://becominghuman.ai/engaging-and-effective-education-and-training-with-ai-based-hologram-9ab311637be8https://www.winimy.ai/technology/hologram/https://becominghuman.ai/challenges-in-bringing-holographic-telepresence-technology-to-the-masses-91e5742d7fafhttps://spectrum.ieee.org/zoom-calls-hologram-holographic-telepresence

<ol><li>ARHT’s hologram technology. </li><li>HoloVit</li><li>Imverse : 3D holograms to be used in virtual boardrooms. </li></ol>

Holography Innovators 

It will take time for holograms to be a regular part of the business world.

<ol><li>virtual classrooms</li><li>AR learning apps</li><li>AI-Holograms.</li><li>Holographic telepresence </li><li>Immersive Learning</li></ol>

Edu-tech Applications 

<ol><li>Cost of Implementation </li><li>Complex Programming and AI </li><li>Pre-generated Content in needed </li><li>Live content with immersive experience still a while away </li></ol>

Challenges with Holography 

<ol><li>Holokit </li><li>Holographic Telepresence </li><li>Immersive Educational content </li></ol>

Practical Applications of Holography in Education 

<ol><li>Simple DIY Kit for children to udnerstand Holography</li><li>Play content using smartphone and Kit </li></ol>

Holokit

<ol><li>Remote Immersive Education </li><li>Pilots underway in many places </li><li>Also being used for boardroom and enterprise meetings </li></ol>

Holographic Telepresence 

<ol><li>2013, St George's University of London</li><li>Holograms capable of displaying the working organs of a human body.</li><li>Showcased three-dimensional images of kidneys four meters in length, a skull, and other parts of the body.</li></ol>

Immersive Educational content 

How to use Holography for Education 

There is a subterranean ocean that scientists are finding in the transition zone between mantles

6th Ocean Of Jules Verne 

<ol><li> the Atlantic,</li><li> Pacific,</li><li> Indian, </li><li>Arctic, </li><li> Southern Ocean. </li></ol>

5 Known

<ol><li>evidence of considerable quantities of water between the Earth’s upper and lower mantle.</li><li> analysis of a rare diamond that formed 660 kilometers below the Earth’s surface </li><li>Prof. Frank Brenker </li><li>Institute for Geosciences at Goethe University</li></ol>

New Ocean Found : Geo Study

<ol><li>Diamond from Botswana that formed at 660 kilometers below the surface of the planet at the interface between the transition zone and the lower mantle.</li><li>Analysis of the diamond using Raman spectroscopy and FTIR spectrometry </li><li> ringwoodite inclusions which exhibit a high water content.</li><li>transition zone is not a dry sponge, but holds considerable quantities of water </li></ol>

Research Method

The team explains that the transition zone’s high-water content has far-reaching consequences for the dynamic situation inside the Earth and if it is to be breached, it could lead to a mass movement in the crust.

closer to "Jules Verne’s idea of an ocean inside The Earth

<ol><li>660km boundary between the mantle transition zone and the lower mantle.</li><li> transition zone (TZ), the boundary layer that separates the Earth’s upper mantle and the lower mantle. </li><li> located at a depth of 410 to 660 kilometers, </li><li> immense pressure of up to 23,000 bar </li><li> olive-green mineral olivine to alter its crystalline structure.</li></ol>

Transition Zone (TZ),

<ol><li>Olivine constitutes around 70 percent of the Earth’s upper mantle </li><li>is also called peridot. </li><li> at a depth of about 410 kilometers, it is converted into denser wadsleyite; </li><li>at 520 kilometers it then metamorphoses into even denser ringwoodite.</li><li>“These mineral transformations greatly hinder the movements of rock in the mantle. </li><li> there is a whole graveyard of such plates in this zone underneath Europe,” </li></ol>

Olivine Peridot: Mantle Mineral

Scientists have found the sixth ocean on Earth, but it's not on the surface of the planet.

scienceandnature

Science & Nature

Know about five oceans on Earth? The sixth has just been discovered

$418 billion Exports in  FY2022 40% growth over FY2021

Bain Report:  1 trillion India Manufacturing Exports in 2028 

<ul><li>supply chain diversification</li><li>Sectoral Advantages </li><li>Government initiatives</li><li>CAPEX infusion into manufacturing</li><li>M&A activity</li><li>PE/VC led investment in manufacturing.</li></ul>

six megatrends driving Indian Exports 

<ol><li>Chemicals</li><li>Pharmaceuticals</li><li>Electronics</li><li>Automotive</li><li>Industrial machinery</li><li>textiles</li></ol>

key Sectors 

<ul><li>India : sixth-largest economy</li><li>3.1% of the GDP</li><li>1.6% only of global trade</li></ul>

Lot of Room for growth 

Top 15 export categories accounted for over 72% of total export

<ol><li>China Covid Lockdown </li><li>China Geo-political Risk </li><li>ESHA :: lesser polluting industries in .in</li></ol>

Supply chain diversification: 

<ol><li>India’s cost advantage</li><li>Strong supplier base</li><li>R&D capabilities</li><li>Samsung, Wistron, and Foxconn </li></ol>

Sectoral advantages: 

<ol><li>PLI outlay of $47.8 billion </li><li class="ql-indent-1"> 	 13 key sectors, resulting in an overall increase in exports. </li><li>fresh infusion of investment of nearly $50 billion, with a production increase of about $500 billion in the next five years.</li><li>electronics, pharmaceutical, automotive, advanced chemistry cell (ACC) battery, solar, and white goods (home appliance) sectors, </li></ol>

Government-led initiatives: 

<ol><li>FDI investments increased by about 65% between 2015 and 2020</li><li>Free-trade agreements (FTAs)</li><li>India-UAE Comprehensive Partnership Agreement (CEPA)</li><li>India-Australia Economic Cooperation and Trade Agreement (IndAus ECTA)</li></ol>

Investments : FDI 

35% year-over-year (YOY)  FY23 ~ $100 billion 6X More Capex in 5Y

 Capex-led growth:

<ol><li> $108 billion in M&A deals in India in 2021</li><li> Scope acquisitions outside companies’ core operations == 4/10 </li><li> First-time buyers == 80%</li><li>15.7% == manufacturing sector</li><li>Cross-border M&A == 3X in 4Y to 2021 </li></ol>

M&As

$70 billion in 202155% UP since 2019Buoyancy in Manufacturing Focus : Pharma + Chemicals

PE/VC-led investments:

<ol><li>Contract Research and Manufacturing Services (CRAMS)</li><li>Contract Development & Manufacturing Organisations (CDMO) </li><li>operations globally</li><li>rising cost competitiveness of India.</li></ol>

Future OF Manufacturing Business 

Sectors to watch out for : Key investment opportunities would emerge here

<ol><li>CAGR of 16%–18% = ~$50 billion</li><li>low cost of manufacturing (30%–35% lower than in the US and Europe), </li><li>cost-efficient R&D (about 87% less than in developed markets), </li><li>cheap skilled labour.</li></ol>

pharma

<ol><li>CAGR of 18%–20% ~$75 billion</li><li>demand from developing markets</li><li>low cost + PLIs</li><li>100% FDI</li><li>higher M&A activities.</li></ol>

Industrial machinery

<ol><li>CAGR of 35%–40% ~$145 billion</li><li>strong manufacturing technology </li><li>R&D capabilities </li><li>end-to-end supply chain improvement.</li><li>Mobile phone exports = 5X+5Y </li></ol>

Electronics

India growth story in manufacturing would provide a feeder for investment ; research into these reports would be a good start towards stock  ideas 

Propelled by growth in priority sectors and driven by favourable megatrends, India’s manufacturing sector has opened itself into new geographies and segments.

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