Public Equity
The Four Tensions That Characterise India
Saurabh Mukherjea, Head of Equities, Ambit Capital, January 09, 2012Investors who deploy capital keeping the fundamentals in mind will outperform others even in the 6% GDP growth climate. Continue Reading »
A New Dawn For Investing In The Indian Stock Market
Saurabh Mukherjea, Head of Equities, Ambit Capital, August 18, 2011As corporate-politician nexus wanes, investors move away from 'well-connected' cos, which indicates a paradigm shift. Continue Reading »
Governance: What Should Companies & Investors Do
Nick Paulson-Ellis, Country Head, India, Espirito Santo Securities, June 06, 2011Over the past nine months the question we repeatedly get asked by institutional investors is “how do we cope with corr Continue Reading »
India Inc. Needs More Affordable Capital
Saurabh Mukherjea, Head of Equities, Ambit Capital, May 16, 2011A reform-induced lowering of the cost of capital in India is likely to benefit debt-heavy and cash-starved sectors. Continue Reading »
Fund Of Funds: The Role It Plays
Menka Sajnani, Vice President, Auda Alternative Investments, May 02, 2011The ultimate goal is to be the ‘eyes and ears’ of the investors on the ground and provide value-added due diligence Continue Reading »
The Second Wave of Economic Reforms
Saurabh Mukherjea, Head of Equities, Ambit Capital, April 18, 2011Insider Trading Shakes Investor Trust In Market
Frank Islam, Chairman and CEO of FI Investment Group. , April 12, 2011A Dislocation Looms
Saurabh Mukherjea, Head of Equities, Ambit Capital, March 24, 2011Rising Crony Capitalism in India – A Statistical Myth?
Praveen Chakravarty, A financial services professional and public policy activist, December 27, 2010Scam Busting Comes Of Age
Saurabh Mukherjea, Head of Equities, Ambit Capital, December 01, 2010How Inflation Hurts Us
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, November 16, 2010Iconoclasts In Finance
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, October 11, 2010The Rise of the Aspirational Indian
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, August 02, 2010The Destructive Power of Dilution
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, July 19, 2010An Emotional Calculation of Cost of Equity
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, June 30, 2010
