1. Ambit Capital
The painful journey to a ‘new equilibrium’ begins

The painful journey to a ‘new equilibrium’ begins

The National Democratic Alliance (NDA) government has long been aware that the ‘nationalism’ plank can deliver limited results and the party must explore another plank...
Palliatives for dodgy state-level GDP data

Palliatives for dodgy state-level GDP data

Saurabh Mukherjea 10 months ago
India’s Central Statistics Office (CSO) has been churning out some very counter-intuitive data over the past two years. For example, according to CSO data, gross...
Who will be in the Sensex in 2025?

Who will be in the Sensex in 2025?

Saurabh Mukherjea 2 years ago
In my previous columns I have highlighted that the Indian market has the highest “churn” ratio amongst the world’s major stock markets. In particular, over...
Who will be in the Sensex in 2025?

Who will be in the Sensex in 2025?

Saurabh Mukherjea 2 years ago
In my previous columns I have highlighted that the Indian market has the highest “churn” ratio amongst the world’s major stock markets. In particular, over...
#ModiYearOne: FY16 will be painful as earnings adjust to reforms, says Saurabh Mukherjea

#ModiYearOne: FY16 will be painful as earnings adjust to reforms, says Saurabh Muk...

Ishaan Gera 2 years ago
The Indian economy may struggle in FY16 as earnings adjust to the initiatives launched by Prime Minister Narendra Modi to clean up of the economy,...
2014 to be year of adjustments; investment cycle may take time to revive

2014 to be year of adjustments; investment cycle may take time to revive

TEAM VCC 3 years ago
With upcoming general elections and tapering of quantitative easing globally, 2014 could be an year of adjustments for the Indian economy. At VCCircle India Limited Partners Summit...
The rise of a new elite

The rise of a new elite

Saurabh Mukherjea 3 years ago
Rapid growth in the once-derided Hindi-speaking states of northern India is now an established fact (FY08-12 state domestic product CAGR of 13.7% for Uttaranchal, 6.9%...
Is there a viable business model for multi-brand retail in India?

Is there a viable business model for multi-brand retail in India?

Rakshit Ranjan 5 years ago
Our discussions with several industry experts point to a range of fundamental challenges for multi-brand retailers in India. Only a small subset of these challenges...
The Indian consumer: Bloodied but not broken as yet

The Indian consumer: Bloodied but not broken as yet

Rakshit Ranjan 5 years ago
In the final two weeks of August we conducted a survey of over 100 large distributors and unlisted companies spread across India and spanning all the...
Sanjay Bansal quits Ambit to set up own i-bank

Sanjay Bansal quits Ambit to set up own i-bank

Megha Arora 5 years ago
Sanjay Bansal, co-founder and managing Director of Ambit Capital, a mid-market investment advisory firm, is moving out of the firm to set up his own...
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