How private capital will take the driver’s seat for entrepreneurship in India
In 2021, the Indian startup ecosystem witnessed record inflows of ~$65 billion in PE/VC investments. Alternate investments are increasingly becoming an integral constituent of portfolio allocations within India...
Can investing in Low Volatility Indices be mainstay of Large Cap allocation?
Low Vol ETF or smart beta ETF have become popular over the past few years. Does low volatility imply low risk? How does it compare on the performance side ? Our latest article explores the reasons behind its rising popularity and answers these questi...
Active Vs Passive Investing – Will India Ape the West?
Passive investing has become much more popular over the past few years. Across asset classes, investors have started allocating money to ETFs, Fund of Funds & Index funds in a much more meaningful way. Our latest article explores the reasons behind t...
The transformation of India’s public equity markets through widespread digital adoption
This 'mainstreaming' of digitalisation will have a profound impact on India's public equity markets. Currently, new-age businesses already listed in public markets add up to a market cap of ~USD 70bn. Over the next few years, we could potentially see...
Market-neutral strategy might click in 2022 as bulls and bears engage in a tug-of-war
After a few years of super-normal debt market returns (2015-2018), and now one of the best two-year period in a long time for equity markets (2020-2021), it is time to understand what lies in store for us, and how can one get attractive risk-adjusted...
The meteoric rise of B2B marketplaces in India
India’s B2B marketplaces shone bright post 2020. The sector saw valuations double every 3-4 months, attracting investment rounds of over USD 100 million. So, why are B2B marketplaces winning and how are they evaluated?