Takeaways from the GameStop SagaCompetition between retail and institutional traders has become real in some parts of the stock market.Jan 28, 2021Jan 28, 2021
Will Private Equity’s love for NBFCs continue into the new decade?Looking back at a sector that has been highly sought after in the past but is now facing multiple headwinds.Jan 13, 2021Jan 13, 2021
Nifty @ 14,000 — Are the markets overvalued or is there room for upside for investors?Analysis of Nifty earnings throws up a number of questions on index composition and it’s ability to aptly represent the Indian markets.Jan 2, 2021Jan 2, 2021
Listing Day Exuberance or Inefficient Price Discovery Process?Is it time to create more options for going public in India through direct listings and SPACs?Dec 24, 2020Dec 24, 2020
Alternative Assets in India: Immense scale or still a mirage?Analysis of key numbers based on SEBI data.Dec 21, 2020Dec 21, 2020
The Great OTT Battle of Content vs. Distribution. Key takeaways from Disney Investor Day 2020.It gave plenty of insights into the current business, traction and future plans.Dec 14, 2020Dec 14, 2020
What’s coming up for Private Equity in India in 2021–22?It’s going to be an exciting period of rainmaking as we move to the new year and next decade.Dec 7, 2020Dec 7, 2020
Will the real #D2C brand, please stand up?*A lot has been talked about D2C brands recently, especially in the post Covid-19 world when supply chains got disrupted and most…Dec 6, 2020Dec 6, 2020
“Look Ma, Urban Ladder got acquired for ~200crs after having raised capital at a valuation of…I have seen many of these comments since morning and has got me to summarize my thoughts on the business. Firstly, most of the folks who…Dec 6, 2020Dec 6, 2020