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AltG Investment Research Lab
Investment Research In Practise


By AltG Innovation Centre
Aug 11, 2023
Shifting Fortunes: How Joe Biden's China Investment Ban Is Set to Propel India's Private Markets
The recent news of US President Joe Biden banning certain US investments in Chinese Tech via PE/VC routes has massive implications on the...
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By AltG Innovation Centre
Aug 7, 2023
M&M’s Investment In RBL Bank: How Not To Do Capital Allocation
The recent news of M&M’s decision to invest 417 Crore rupees in RBL bank has divided opinions. Allocating capital is as important for a...
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By AltG Innovation Centre
Aug 7, 2023
Investment Tear Sheet: India's B2B Database Businesses
Investment Opportunity: Aggregating B2B database businesses across industries such as BSFI, Chemicals etc through a central platform With...
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By AltG Innovation Centre
Aug 4, 2023
The Blackstone-Cipla Deal: Platforms The Holy Grail Of India Investments
The big deals in Indian private equity over the last 12 months have had two common factors - Private Equity & Platforms in The Healthcare...
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By AltG Innovation Centre
Aug 4, 2023
India's Missing Middle 'Platforms': Unveiling the Untapped Goldmine That Could Change Everything!
Warren Buffett's timeless wisdom echoes loud and clear in India's private markets, where simplicity and overlooked opportunities hold the...
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By AltG Innovation Centre
Jul 31, 2023
Decoding AltG's Investment Criteria for Allocating a Billion Dollars In India
In the fast-paced investing world, identifying lucrative opportunities requires keen insights, meticulous research, and a bold vision for...
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By AltG Innovation Centre
Jul 24, 2023
Indian Corporate Carve-Outs: Why Major Companies are Spinning Off to Soar to New Heights!
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee Monday kicks off with a flurry of activity in the world of Indian...
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By AltG Innovation Centre
Jul 17, 2023
Venture Debt In Indian Startups: The Valley Of Death Or The Promised Land?
By AltG Research On Behalf Of Taponeel Mukherjee & Poornima Vardhan The last three years have seen a proliferation of venture debt into...
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By AltG Innovation Centre
Jul 15, 2023
The Top 3 Trends Private Equity Should Be Watching in H2 2023
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee The last 6 months have been rather busy for private equity in India...
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By AltG Innovation Centre
Jul 13, 2023
The PharmEasy Saga: An SOS Call and A Billionaire's Low Ball
By AltG Research On Behalf Of Poornima Vardhan and Taponeel Mukherjee First Byjus and now The PharmEasy Saga. The last two weeks have...
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By AltG Innovation Centre
Jul 10, 2023
The Great Indian Startup Sale: Offline Assets Are The Holy Grail
By AltG Research on behalf of Taponeel Mukherjee & Poornima Vardhan Last week in India was dominated by the down round that PharmEasy...
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By AltG Innovation Centre
Jul 3, 2023
SENSEX vs BSE: The “Capital Allocation” Multi-Baggers
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee As we cross the half-year mark, the SENSEX Stock Market Index reached...
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By AltG Innovation Centre
Jun 22, 2023
What The Wall Street Journal Does Not Understand About India?
By AltG Research on behalf of Poornima Vardhan & Taponeel Mukherjee What Does The WSJ Say? In an article published yesterday by The Wall...
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By AltG Innovation Centre
Jun 20, 2023
At $1.1 Billion HDFC Credila meets BPEA EQT & ChrysCapital: What Next?
By AltG Research on behalf of Poornima Vardhan & Taponeel Mukherjee What’s The Deal? The latest HDFC Credila Deal is a $1.1 Billion deal...
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By AltG Innovation Centre
Jun 19, 2023
$1Trillion India’s Private Markets: Pay-To-Play
By AltG Research On Behalf Of Taponeel Mukherjee & Poornima Vardhan How much would you have today if you had invested $2 Million in Bajaj...
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By AltG Innovation Centre
Jun 12, 2023
"India's Private Companies Everywhere, But Not A Deal In Sight: The $10 Trillion Dilemma!"
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee As our team wrote today's newsletter, our analyst ran an online...
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By AltG Innovation Centre
Jun 6, 2023
The Race For 1.2 Billion Dollar Indira IVF
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee Another day, another expensive deal for Private Equity in India. In...
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By AltG Innovation Centre
May 30, 2023
World's Most Expensive $100Bn Lesson For Investors: Offline Is The Battlefield For Indian Commerce
By AltG Research On Behalf Of Taponeel Mukherjee & Poornima Vardhan In the latest e-commerce bloodbath, Glance - with total fundraising...
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By AltG Innovation Centre
May 23, 2023
Securitisation In India’s Consumer Market: Trends and Way Forward
By AltG Research On Behalf Of Taponeel Mukherjee & Poornima Vardhan As investor interest in India's consumer markets continues to grow,...
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