Looking back at a sector that has been highly sought after in the past but is facing multiple headwinds and is under transition right now. NBFCs or shadow banks as they are called globally have seen prolific private equity investment activity over the last 15 years or so. Few factors…

Analysis of Nifty earnings throws up a number of questions on index composition and it’s ability to aptly represent the Indian markets. We are approaching the earnings season for Q3 FY2021 and the chatter about whether the current market rally is sustainable has escalated. Nifty has crossed the psychological mark…

Is it time to create more options for going public in India through direct listings and SPACs? A few recent IPOs in 2020 have seen huge pops on the day of listing. So what does this imply? …

Analysis of key numbers based on SEBI data. A lot has been spoken about the the growth of alternative assets in India and how it has started to eclipse the traditional asset management business. Most of the alternative assets are managed by broadly two types of domestic regulatory structures i.e…

Key takeaways from Disney Investor Day 2020. The Walt Disney Company hosted it’s Annual Investor Day on 10th Dec 2020 and the event was focused on company's direct-to-consumer streaming services comprising of Disney+, ESPN+, and Hulu. It gave plenty of insights into the current business, traction, and future plans. This will certainly stir up the debate again…

Private Equity investment activity in India has remained robust over the last 5 years driven through a combination of traditional sectors like Financial Services, IT & Business Services, Healthcare & Life-sciences and more recently by new age businesses like e-commerce, Mobility, Education, Food, SaaS, Fintech et al. In terms of…

A lot has been talked about D2C brands recently, especially in the post Covid-19 world when supply chains got disrupted and most traditional brands struggled to reach their consumers. A number of other terms and hashtags have also been coined to describe young, consumer brands (examples being #challengerbrand, #digitalfirstbrand, #newagebrand…

I have seen many of these comments since morning and has got me to summarize my thoughts on the business. …