India's Middle Class: World's Envy, India's Pride
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee These are some of the NYTimes headlines over the years: "1996:...
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- May 9
3 Key Takeaways From The HDFC Credila Education Loan Deal
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee In a recent development, HDFC wants to sell its wholly-owned...
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- May 9
What Does It Take To Win In India?
By AltG Research Our Principals, Poornima Vardhan and Taponeel Mukherjee, talk about "Differentiating To Generate Value in India's...
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- May 1
Indian Insurance Broking: The Billion Dollar "Facilitator" Hidden In Plain Sight
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee India is taking the business world by storm, as evidenced by...
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- Apr 25
The $45 Billion Opportunity In India's Broadband Market
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee As India rapidly moves forward with economic growth and...
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- Apr 21
How Will Reliance Add The Next $30 Billion To Its Market Cap?
How Will Reliance Add The Next $30 Billion To Its Market Cap?
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- Apr 17
What Is The Next Billion Dollar Investment Opportunity in India's Hospital Sector?
By AltG Research On Behalf Of Taponeel Mukherjee And Poornima Vardhan The recent multi-billion dollar healthcare deals: Temasek-Manipal...
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- Apr 17
What Does Our Analysis Reveal About Apple's First Store Launch In India?
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee Apple's First Store In India is the start of the next phase of the...
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- Apr 14
"Revolutionizing the Two-Wheeler Industry: What Is The Tectonic Shift That Everyone Is Missing?"
By AltG Research On Behalf Of Taponeel Mukherjee And Poornima Vardhan In 2018-19, the two-wheeler industry reached a historical peak of...
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- Apr 10
AltG's Investment Index - Indian Hospitals
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee The Promise of Indian Healthcare Indian healthcare has been an...
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- Apr 10
3 Key Takeaways From Temasek's $2Bn Stake in Manipal Hospitals - India's Largest Healthcare PE Deal
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee As Published In CNBC 18: Link To Article...
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- Apr 6
Indian Consumer Markets: The Key To The India-Japan 21st Century Partnership and Global South
By AltG Research on behalf of Taponeel Mukherjee & Poornima Vardhan India and Japan share a deep friendship with immense potential to...
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- Apr 6
Should Temasek Invest $75Mn in Data Analytics Software Firm Course5?
Overall, given the potential for scaling and rolling-up smaller software businesses onto a larger platform to generate significant...
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- Apr 4
AltG's Investment Index- Quick Service Restaurants (QSR) Industry
Indian QSR Industry Score: High FCF Growth, High Return Opportunity India's appetite for Quick Service Restaurant (QSR) is booming - both...
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- Apr 4
Ching's: Very Low Free Cash Flow, Very High Valuation
By AltG Research On Behalf of Taponeel Mukherjee and Poornima Vardhan Nestle's $1Billion Interest in General Atlantic-Controlled Ching's...
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- Apr 3
What's Common To Macquarie And Bajaj Finance Besides A Market Cap Higher Than $40 Billion?
By AltG Research on behalf of Taponeel Mukherjee & Poornima Vardhan They both identified and financialised an asset to create a...
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- Apr 3
The $10Billion Secret Recipe for Indian QSR’s: Rolling-Up Franchisees To Create Mini-Jubilants
By AltG Research on Behalf of Poornima Vardhan and Taponeel Mukherjee As Published In Times Of India: Link To Article...
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- Mar 31
JK Tyre Sells 5.6% Stake To IFC
The recent JK Tyre-IFC deal has brought the spotlight back on the mobility space, where both tyre and two-wheeler stocks, have...
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- Mar 29
Aditya Birla Capital to sell its Insurance Broking Arm to Samara Capital for an EV of INR 455 crore
By AltG Research On Behalf of Poornima Vardhan and Taponeel Mukherjee Benchmark Deal: Samara Capital has valued Aditya Birla Insurance...
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