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?
Time for Cash to tap out, or is there more to come?
Pundits of the cashless movement have been predicting the demise of cash for over 70 years - ever since the issuance of the first credit and debit cards. The prophecies concerning cash’s demise have only become graver with the emergence of cryptocurr...
US generics - continuing evolution
A mere glance at the evolution of the generic drugs market in the US over the last two decades underlines the metamorphosis of an almost blue ocean’esque and research led business model into a hyper competitive, almost industrial state.