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INSIGHTS THAT MATTER

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Private Transactions – A Differentiated Strategy

Investment Outlook, Published Jan 18, 2018

Download Report Contact In the search of that ever-elusive alpha, investors have started following a direct investment or co-investment strategy in early stage ventures or pre-IPO situations as part of their alternative asset allocations, instead of only investing through private equity / venture capital funds. “You can’t do the same things others do and expect…

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Bitcoin -Millennial Gold or Overinflated Bubble?

Investment Outlook, Published Jan 18, 2018

Download Report Contact For a bubble to grow, it needs a compelling story. Bitcoin has it, and has caught the imagination of speculators worldwide. But the story has fundamental flaws and Bitcoin is unlikely to gain traction as a digital currency as currently structured. The cryptocurrency was the fastest growing asset in the world in…

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Asset Class Outlook

Investment Outlook, Published Jan 18, 2018

Download Report Contact Investors are reasonably deployed into equities, but we sense a fair bit of concern in our conversations with them. All institutional investors – domestic and foreign – seem to have a consensus bullish view on India. It seemed easier last year but frankly, it was not. We said in late 2016, when…

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Technical View

Investment Outlook, Published Jan 18, 2018

Download Report Contact Nifty After two consecutive flat years, bulls clearly took charge of the market in 2017, as the Nifty50 rallied 29% last year. The positive momentum in global equity markets has also been supportive of our markets. Though foreign flows were good last year with more than Rs. 51 thousand crores buying, domestic…

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