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AltG Investment Research Lab
Investment Research In Practise


Barbeque Nation: Sizzling or Fizzling?
Barbeque Nation’s stock is down 65%, but India’s dining boom isn’t over. The brand must evolve—asset-light, AI-driven, and health-focused—to reinvent itself for a new generation of diners.
AltG Investment Research Lab
1 day ago


INDIA AIRPORT PRIVATISATION: THE NEXT FRONTIER OF INFRASTRUCTURE AND AI GROWTH
Indian airports present one of the most compelling infrastructure investment opportunities globally. With one of the fastest-growing economies and an under-penetrated aviation network, India’s “patronage” assets such as airports represent scalable, recurring-revenue platforms that combine infrastructure, real estate, and digital transformation. As policymakers in India accelerate airport modernisation and expand aviation access to Tier-2, 3 and 4 cities, private capital and s
AltG
4 days ago


The Equation That Builds Nations — And the One That Will Decide India’s Future
Can India transform its growth equation by moving from consumption-led services to exporting intellectual property that powers the world?


Can Eternal's Profitability Catch Up With Its Habit Lead?
India taps Eternal for dinner and Friday night: Zomato + Blinkit + District now own the habit loop. Leadership is clear; profits lag. Can densification and fees beat rising last-mile costs?


Born to Be Wired, Built to Control: John Malone’s Lessons for India’s Founders
Startup founders in India pour their lives into building companies — often ending up with less than 5% ownership by the time the IPO bell...
AltG
Sep 23


Is Theobroma A Sweet Bet For ChrysCapital?
ChrysCapital’s $315M investment in Theobroma marks a bold bet on India’s growing appetite for premium bakery brands. With over 150 outlets and strong customer loyalty, Theobroma stands out in a fragmented market. The return kicker? Expanding into new cities while preserving premium pricing — a recipe for 3–5× capital returns over a medium-term horizon.
AltG
Jul 15


AI Is Redefining India's Business Landscape: Survival Through Innovation
AI is not just enhancing Indian business — it’s reinventing it. From automating operations to transforming balance sheets, Indian companies are leapfrogging into a new era of capital-efficient, AI-native growth. AltG calls this shift Generative Equity — a bold new model for building and scaling businesses in global growth markets.
AltG
May 21


Is India the Global SPAC Market’s Missing Piece?
As the SPAC (Special Purpose Acquisition Company) market rebounds in the U.S., a new opportunity is quietly emerging thousands of miles...
AltG
May 21


Can Tata Motors Navigate the Perfect Storm of US Tariffs, EV Wars, and China’s Crisis?
Can Tata Motors' Recover From The Perfect Storm Of Tariffs, EV Wars, and a China Crisis?
AltG
Mar 27


Fixed Income Market Infrastructure: The Key to Unlocking India’s Growth
Is India ready to strengthen its credit market infrastructure, build CDS liquidity, and enhance risk pricing for financial stability?


Can IRDAI Be The Knight In Shining Armor For India's Insurance Sector?
The real roadblock to insurance growth in India isn’t Insurane Companies but regulations. Can IRDAI change that?


Can Abenomics-Inspired Strategy Unlock $2 Trillion Boom For India?
How Can India unlock a $2 trillion boom with bold tax reforms and a strategic Abenomics -inspired approach?


What's the Right Brushstroke for Asian Paints: Acquiring Akzo Nobel India?
What's the Right Brushstroke for Asian Paints: Acquiring Akzo Nobel India?


Can India Accelerate Foreign Direct Investment (FDI)?
To unlock its economic potential and boost FDI, read what India needs to do to accelerate asset monetization and reforms.


India's Economic Growth 2025: What Are the Top Catalysts?
Unlocking India's Growth Potential: A strategic roadmap for boosting the economy
AltG Investment Research Lab
Dec 28, 2024


India's Billion-Dollar Question: Can FII Outflow Be Stopped?
The billion-dollar question: Can India halt FII outflow? Explore the crucial steps needed to boost the country's investment landscape
AltG Investment Research Lab
Nov 20, 2024


India's F&O Market: Shaping the Future, One Trade at a Time
Discover the significance of India's F&O Market in shaping the nation's economic future.
AltG Investment Research Lab
Oct 21, 2024


Taking to the Skies: Drone Commerce To Revolutionize India's Trillion Dollar Retail Landscape
Taking to the Skies: Drone Commerce Revolutionizes India's Trillion Dollar Retail Landscape
AltG Investment Research Lab
Sep 27, 2024


Distressed Investing In India: The Rise of a New Investment Class
Distressed Investing In India: The Rise of a New Investment Class
AltG Investment Research Lab
Sep 18, 2024


Bajaj Finance: The Dark Horse in India's Financial Services Market?
Bajaj Finance makes a comeback, leveraging tech and innovation to challenge HDFC's dominance in India's financial services market.
AltG Investment Research Lab
Sep 16, 2024
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