Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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Make in India – A Leap of Faith
On Feb 13th, 2016, "Make in India" week was flagged off in Mumbai. 5000 delegates from 190 companies based in 60 countries participated in the...
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Decoding Asian Paints Execution Supremacy Amidst New Competition
​Asian Paints achieves 7-quarter high with 10.9% volume growth, signaling stable consumer demand and premium valuation potential.
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Groww IPO - Peer Comp and Thoughts on Valuation
Groww is looking to raise around US$747m in its India IPO. In this note, we talk about the peer comp and implied valuations in the price range.
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WeWork India Pre-IPO - Lease Mismatch and Structural Strains
WeWork India Management Ltd is looking to raise about US$407m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of...
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