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AltG Investment Research Lab
Investment Research In Practise


Why India Inc.'s CAPEX Strategy Could Be a Game-Changer?
India Inc.’s CAPEX Dreams: Focus On Returns and Financing Structure, Not Just Expenditure A quick look at the media and pundits shows the...
AltG Investment Research Lab
Jun 19, 2024


India's Path to Viksit Bharat in 2047: Financialisation Of The Economy
India: The Last 10 Years Were The Digitisation Of Finance, The Next 10 Needs To Be Financialisation
AltG Investment Research Lab
Jun 11, 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


The Big Deposit Crunch That Spells Trouble For Indian Banks And The BSE
The Big Deposit Crunch That Spells Trouble For Indian Banks And The BSE
AltG Investment Research Lab
Apr 17, 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


What Is The Next Phase of Growth For Indian Businesses?
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee “In a market focused on providing growth equity to...
AltG Investment Research Lab
Apr 9, 2024


Is This The Moment To Take PVR Private And What Does It Take To Script PVR’s Turnaround?
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee The Profit Pool Shift In PVR’s Business: From Cinema...
AltG Investment Research Lab
Apr 8, 2024


Why Blackstone’s Jonathan Gray Is Correct On India’s Delisting Norms And What India Inc. Needs To Do About It?
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee India needs to make the flow of capital through the...
AltG Investment Research Lab
Apr 4, 2024


The 101 on Indian Corporate Carve - Outs And Its Investment Opportunities
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee Unveiling Hidden Gold: Which Corporate Carve-Outs...
AltG
Apr 3, 2024


What Will Generate Future Returns In The Indian Consumer Markets?
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee The Second Derivative Of Growth Or The Growth Of...
AltG Investment Research Lab
Apr 1, 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


S&P Global Raises India's FY25 GDP Forecast: While The Going Is Good, Does It Get Better? And How?
By AltG Investment Research Lab On Behalf Of Poornima Vardhan & Taponeel Mukherjee For all the debate around India's GDP, the one issue...
AltG Investment Research Lab
Mar 27, 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


Will TATA Motors Demerger Unlock Massive Value? The answer lies in the Balance Sheet
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee Tata Motors: Balance Sheets Matter, As Much As The Income Statement!...
By AltG Innovation Centre
Mar 8, 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


India’s EV Taxi Market: B2C Is Where Amateurs Go To Die, The Real Power Rests In B2B
By AltG Research On Behalf Of Poornima Vardhan & Taponeel Mukherjee As the EV opportunity opens up worldwide, India’s taxi market comes...
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 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
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