Rounaq Bakshi notes

Tips Music: Digital Advertising – Key Driver of Indian Music Industry Digital Advertising – Key Driver of Indian Music Industry India's digital advertising industry reached Rs 49,251 crore in 2024, up from Rs 40,685 crore in 2023, and is projected to grow at a CAGR of 19%.  By then, digital media is expected to account for 61% of total ad spend in India.  The Digital advertising industry is rapidly evolving, driven by digital transformation, shifting consumer behavior, and personalization are reshaping brand-audience connections.  The highest proportion of spends on digital media is claimed by social media (29%, Rs 14,480 crore), closely followed by online Video (28%, Rs 13,756 crore).  Paid search contributes 23% (Rs 11,402 crore), while display banners claim 16% (Rs 7,964 crore). Online video is the fastest-growing digital media channel, projected to grow at a CAGR of 23% through 2026, while social media is expected to grow at a CAGR of 20% over the same period....

https://youtu.be/eYDdH1OKQWw?si=-oJh5erime1JdUHQ HINDUSTAN OIL EXPLORATION : production-linked incentive (PLI) to boost oil production in the country The oil ministry has called for a  production-linked incentive  (PLI) to  boost oil production  in the country that has been declining for years. "A multi-pronged approach is required for achieving production targets such as  enhancing production  from already producing fields, speedy execution of  field development plans  in existing and new fields, ... production-linked incentives in existing acreages," the oil ministry said in a recently released report titled 'Indian Petroleum and Natural Gas Statistics'. Current government policies provide incentives to companies deploying enhanced recovery techniques in maturing fields. A gas pricing policy introduced last year permits a 20% premium over the government-set price for the additional volume  ONGC  and  Oil India  may produce fr...

 SJS  Enterprises: revenues have expanded at a healthy compounded annual growth rate (CAGR) of 36% over the past four years The  upgrade  in  the  long-term  rating  of  SJS  Enterprises  Limited  (SJS) referred  to  as  the  Group  or  the  company, reflects its strengthened business profile and increased scale of operations, which are expected to sustain, going forward.  This will limit so factor in the improved diversification of its product portfolio, with the addition of several technologically advanced products like In-Mold  Decoration  (IMD),  In-Mold  Labelling  (IML),  In-Mold  Electronics  (IME)  and  In-Mold  Forming  (IMF)as  well  as  its expanded customer base, largely driven by the ramp-up in its acquired businesses of Exotech Plastics Private Limited(Exotech) and Walter Pack Automotive Products Indi...

The International Monetary Fund (IMF) has revised India's GDP growth forecast   for 2025-26 to 6.6 per cent, up from its earlier estimate of 6.4 per cent The International Monetary Fund (IMF) has revised India's GDP growth forecast   for 2025-26 to 6.6 per cent, up from its earlier estimate of 6.4 per cent, citing strong economic momentum that has helped offset the impact of US tariffs on Indian exports.  The update came as part of the IMF's latest World Economic Outlook (WEO) report released on Tuesday. "Compared with the July WEO Update, this is an upward revision for 2025, with carryover from a strong first quarter more than offsetting the increase in the US effective tariff rate on imports from India since July, and a downward revision for 2026," the report said. Growth momentum amid tariff challenges India's economy recorded a robust 7.8 per cent growth in the April–June quarter, marking the strongest performance in five quarters before the US imposed new...