Deep Impressions

  Why no one is now talking about Affordable Housing ? During 2010, every other media articles in real estate would talk of the need to push Affordable Housing. Suddenly that noise is conspicuous by its absence.                                                                     -------     -------     -------   -------     -------            Here are two news items from NCR real estate …   ·        In just 72 hours, DLF sells 1100 luxury apartments priced at an average Rs 7 cr    ·        At about one-tenth of this prices, Affordable Housing units of    DDA struggle to find buyers.        Interestingly, other sectors too are showing a similar trend :        Mercedes Benz sees an all time high sales in 2023 and entry-level cars are seeing negative growth         An “almost nil” growth in entry-level smartphone, while premium smartphone sales are seeing  50%                 plus    growth.     Across many consumer markets, the marketers are increasingly seeing far more growth in the pre

    Do Owner managed real estate companies  have a high inherent risk ?     Owners provide bandwidth and long term commitment. Professional CEOs provide risk mitigation. Where does the balance lie? Can the same be achieved in Real Estate business ?                                         = = = = = = = = = = = = = = = = = = = = = = = =      Last week in Italy, the owner and CEO of a large listed Indian Real Estate Development company met with a major car accident. The video showed the high level of intensity of the accident.   This incident has put a new thought in minds of some of the institutional investors who have invested in Real Estate Companies - Do owner managed real estate companies have a high inherent risk ?    One might immediately counter - why limit this question only to real estate business ? The answer is simple…. more than 95% of the real estate companies are managed by the owners.    Now, before we move forward, it would be important to understand the structural reason

  Cyrus Pallonji Mistry : A Salute to his Vision Running down the memory lane to understand Cyrus Pallonji Mistry                          -------     -------     -------     -------      -------    -------    -------    -------       On1 st  January, 2000 as the sun rose in the new millennium, if one had asked top ten corporate chieftains and top ten investment bankers - which is the hottest sector to invest in ;    and which is the sector they were least likely to look at. The answer for the first question for each of the twenty would have been the IT sector and to the second one, for all twenty, would have been infrastructure construction. The reasoning for the former obviously was the Y2K effect. For the latter, everyone knew that the government’s role was critical and so with a multi-party alliance government at the centre, few would show any interest.   At that time, ICICI wanted to exit an infrastructure construction company. With the above background and more importantly at the

    Hollywood’s Writers’ Dilemma : Striking A Balance     The search for one-stop-all solution for the dilemma Hollywood Writer's is future and could lead into more complex situation.                      - - - - -     - - - - -     - - - - -     - - - - -     - - - - -     - - - - -     - - - - -     - - - - -     One of the world’s biggest soft power is in news for having some hard time. Hollywood is on a standstill for over 100 days as writers have stopped working and want the studios to address two key issues – firstly, challenges faced by AI and secondly, the issue of residual payment based on viewership levels on streaming platforms (Netflix, Prime etc.). Enough has been discussed about the former, it is the latter that has some interesting but less discussed complexities.    Entertainment business is known for flops and super performers.  So, when creative personnel ask for residual payments based on viewership levels of super performers, it does seem a fair demand. However,