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AltG Investment Research Lab
Investment Research In Practise


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...
By AltG Innovation Centre
Apr 17, 2023


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...
By AltG Innovation Centre
Apr 17, 2023


"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...
By AltG Innovation Centre
Apr 14, 2023


Is Apollo Hospital's Bid for A Leading Diagnostics Chain A Game-Changing Move?
By AltG Research On Behalf Of Poornima Vardhan And Taponeel Mukherjee Below Are The Three Key Takeaways: 1. Why the interest? The Indian...
By AltG Innovation Centre
Apr 12, 2023


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...
By AltG Innovation Centre
Apr 10, 2023


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...
By AltG Innovation Centre
Apr 10, 2023


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...
By AltG Innovation Centre
Apr 6, 2023


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...
By AltG Innovation Centre
Apr 6, 2023


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...
By AltG Innovation Centre
Apr 4, 2023


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...
By AltG Innovation Centre
Apr 4, 2023


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...
By AltG Innovation Centre
Apr 3, 2023


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...
By AltG Innovation Centre
Mar 31, 2023


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...
By AltG Innovation Centre
Mar 29, 2023


What Is The Indian Private Market Opportunity Worth? At Least 1 Trillion Dollars
India's medium-sized driven private markets present a once-in-a-lifetime opportunity to generate investment returns.
By AltG Innovation Centre
Mar 26, 2023


Building the Constellation Software for India: A $20 Billion Roll-Up Opportunity
As the world looks towards India with its world-beating GDP growth rate and young demographics, one corner of India's market is at the...
By AltG Innovation Centre
Mar 24, 2023


The Leading Economy of the Global South: India's Tryst with Destiny
By AltG Research on behalf of Taponeel Mukherjee & Poornima Vardhan As the G20 Foreign Ministers’ Meeting wraps up in New Delhi, that...
AltG
Mar 20, 2023


Indian Healthcare Staffing Exports: Creating $100 Billion Giants
By AltG Research on behalf of Poornima Vardhan & Taponeel Mukherjee As the world moves towards longer longevity, the importance of the...
AltG
Mar 20, 2023
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