KPMG India Srinivas Balasubramanian on Indian M&As, IPOs

The video discusses India's economic growth, driven by central bank policies and recovery from the pandemic. It highlights the rise of the digital economy and its impact on traditional markets. The shift of global capital from China to India is explored, along with the implications for property markets. Key themes in India's M&A space are examined, including the use of stock as currency. The video concludes with a case study of the Zee and Sony merger, emphasizing its strategic importance in the media and entertainment sector.

What was one of the key factors that helped global stock markets, according to the speaker?

• Reduction in global trade barriers

• Increased consumer spending

• Central banks' interventions

• Technological advancements

How is the digital economy expected to interact with traditional industries in India?

• It will hinder the growth of traditional industries.

• It will completely replace traditional industries.

• It will operate independently of traditional industries.

• It will complement and coexist with traditional industries.

What has caused a shift of global capital from China to India?

• China's increased export tariffs

• India's lower labor costs

• Policy changes in China

• India's technological advancements

What is one of the key themes driving the M&A space in India?

• Reduction in government regulations

• Expansion of the agricultural sector

• Consolidation in the digital economy

• Decline in foreign investments

How does the use of stock as currency affect M&A deals in India?

• It limits the number of potential deals.

• It reduces the overall cost of acquisitions.

• It increases the complexity of deals.

• It allows for relative valuation between companies.

What is a significant challenge faced by old economy stocks in India?

• Lack of technological innovation

• High levels of debt

• Increased competition from startups

• Regulatory hurdles

What is a notable feature of the Z-Sony merger discussed in the transcript?

• It was completed in a record time of two months.

• It faced no opposition from shareholders.

• It involved a significant amount of cash exchange.

• It is expected to enhance media and entertainment capital.