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AltG Investment Research Lab
Investment Research In Practise


24Seven: Why the retail chain needs to be on every rival's shopping list?
24Seven: Why the retail chain needs to be on every rival's shopping list?
AltG
Sep 5, 2024


India & Financialisation: Love it, Hate It But You Cannot Stop It!
Financialisation, done right, is not just beneficial but essential for unlocking rapid and sustainable economic growth in India.
AltG Investment Research Lab
Sep 4, 2024


Move Over Berkshire, This Is India's Trillion Dollar Investment Opportunity Of The 21st Century
India’s specialty companies represent a goldmine of investment opportunities.
AltG Investment Research Lab
Sep 3, 2024


The 3 Strategic Steps India Must Take to Attract FDI
India's economic growth presents significant opportunities for global capital, but strategic reforms are essential to realize this potential
AltG Investment Research Lab
May 31, 2024


Can One Of India’s Largest Media Empire, Zee, Be Saved? AltG’s Investment Research Lab On How To Rebuild The Media Icon
Zee’s comeback and value unlock hinges on only one thing - Realising that the future of media and Zee is in technology and not content.
AltG Investment Research Lab
Apr 16, 2024


The Cocoa Rally & Indian Commodity Derivatives: Time For Deregulation
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee India needs to work towards deregulating and growing...
AltG Investment Research Lab
Mar 29, 2024


3 Investment Themes We At AltG Are Building This Decade
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee "Bet on the horse, not the jockey" said Warren...
AltG Investment Research Lab
Mar 12, 2024


INR 5100 Crore Tata Ching’s Deal: Read Between The Tea Leaves
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee AltG Strikes again! We had opined in September, 2023 that the...
By AltG Innovation Centre
Jan 13, 2024


Autoriders: A Mispriced Gem in India’s EV Transition
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee At AltG, we say, “Big Returns Require Big Ambitions.” And that is precisely what Autoriders is missing — ambition, and the clarity of path to achieve it. While the market overlooks its potential, we at AltG see significant value-creation opportunities through growth, acquisitions, and financial engineering — the same playbook that has built billion-dollar mobility platforms worldwide. The Untapped Opportuni
AltG
Jan 11, 2024


2 Ways To Generating Market Beating Returns In India's Healthcare Sector Amidst IPO And Valuation Surge
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The Indian healthcare industry might have 99 problems, but making...
By AltG Innovation Centre
Jan 11, 2024


$340 Million Udaan Fundraise: Is It A Lifeline Or Just Smoke And Mirrors?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The recent news of Udaan’s $340 Million fundraise from M&G brings the...
AltG
Dec 15, 2023


OLA ELECTRIC IPO: Leading the Indian Electric Vehicle Industry or Embracing the Vinfast Approach?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The news of a potential Ola Electric IPO once again brings into focus...
By AltG Innovation Centre
Dec 11, 2023


The Indian Startup Sale: The Valley Of Death Or Hidden Diamonds?
In the wake of ZestMoney's recent shutdown, we find ourselves at a critical juncture in India's startup ecosystem. The demise of...
By AltG Innovation Centre
Dec 6, 2023


The Future Of Indian Healthcare Investments In The 21st Century
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee The Indian healthcare sector is experiencing a surge in investments,...
By AltG Innovation Centre
Dec 6, 2023


What Is The #1 Mistake Investors Make In India Again And Again?
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee India Is A Barbell Shaped Economy & Investment Landscape On the one...
By AltG Innovation Centre
Nov 29, 2023


Current State Of India's Investment Landscape: Billions Of Dollar Investments With No Return
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee India's economic rise in the 21st century is nothing short of...
AltG
Nov 14, 2023


Is This Indian Private Markets' BlackRock Moment?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee Imagine investing $2 million in Bajaj Finance two decades...
By AltG Innovation Centre
Oct 31, 2023


Unlocking Value In The Consumer, Retail, And Logistics Sectors: The CAPEX To OPEX Opportunity
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee In today's world with a high cost of capital, Indian...
By AltG Innovation Centre
Oct 23, 2023


The Agilus Diagnostics IPO: What You Should Be Looking For In The 2nd Largest Indian Diagnostics?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee The 2nd largest Diagnostic service provider, Agilus...
By AltG Innovation Centre
Oct 2, 2023


Bloomberg's TATA Assessment: Correct Conclusion, Constrained Content
Recently, Bloomberg published, in an article titled "An Old Indian Conglomerate Seeks the Elusive Elixir of Growth", an analysis of how...
By AltG Innovation Centre
Sep 13, 2023
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