Venugopal Garre is overweight on both Q-Commerce & organised retail. Here’s why

Venugopal Garre is overweight on both Q-Commerce & organised retail. Here’s why

Venugopal Garre, MD, Bernstein, says they have a very positive in quick commerce (Q-Commerce) and on some of the quick commerce names, both upcoming as well as the ones which exist, they have an overweight stance. He likes organised retail as well. So, from a pivot point of view, it is a very unique situation … Read more

Investors seek clarity, would be happier if PB Fintech remains less capital intensive: Manas Agrawal, Bernstein

Investors seek clarity, would be happier if  PB Fintech remains less capital intensive:  Manas Agrawal, Bernstein

Manas Agrawal of Bernstein Societe Generale Group, says the last three days have been very volatile for PB Fintech. So, clarity on offline expansion front will be helpful. Bernstein has written a note where it talks about the key questions for the management. Essentially, what is the business plan? It is good for the consumer … Read more

Qualcomm Gets US Permission to Sell 4G Chips to Huawei in Exception to Ban

Qualcomm Gets US Permission to Sell 4G Chips to Huawei in Exception to Ban

Qualcomm on Friday received a license from the US government to sell 4G mobile phone chips to China’s Huawei Technologies, an exemption to US trade restrictions imposed amid rising tensions with China. “We received a license for a number of products, which includes some 4G products,” a Qualcomm spokeswoman told Reuters. Qualcomm and all other American … Read more