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AltG Investment Research Lab
Investment Research In Practise


What Is India’s Next Infosys?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee As the world experiences a shift towards longer life...
By AltG Innovation Centre
Oct 31, 2023
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Private Mid-Market Champions To Drive India's $50 Trillion GDP by 2050
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee As India's GDP accelerates with the "Invest India" theme...
By AltG Innovation Centre
Oct 25, 2023
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The Secret Multi-Billion Dollar "Digital Infrastructure" Industry For India’s Consumer Market
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee "Data is the New Oil" is one of the most powerful...
By AltG Innovation Centre
Oct 23, 2023
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The Secret To Investing In India
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee The short answer for the "Strategic Secret" is "A Superior...
By AltG Innovation Centre
Oct 20, 2023
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Is Disney India (With Or Without Blackstone) A $10 Billion Opportunity Or Not Quite?
Is Disney India (With Or Without Blackstone) A $10 Billion Opportunity Or Not Quite?
By AltG Innovation Centre
Oct 11, 2023
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Why Is JSW's Sajjan Jindal Betting On $10Billion MG Motor Investment Opportunity?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee Sajjan Jindal's Deal For MG Motor India: Right Industry,...
AltG
Oct 2, 2023
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The Agilus Diagnostics IPO: What You Should Be Looking For In The 2nd Largest Indian Diagnostics?
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee The 2nd largest Diagnostic service provider, Agilus...
By AltG Innovation Centre
Oct 2, 2023
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Godfrey Phillips's 24SEVEN Deal: Spin-Off To Create $10 Billion Market Cap
By AltG Innovation Centre On Behalf Of Taponeel Mukherjee & Poornima Vardhan Key Takeaways: Our APEXX Formula tells us that there is a...
By AltG Innovation Centre
Sep 25, 2023
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Nirma's Glenmark Life Sciences Deal for $680 Million: Strategic Move into Pharma
By AltG Innovation Centre On Behalf Of Poornima Vardhan And Taponeel Mukherjee Nirma, a household name in India renowned for its...
By AltG Innovation Centre
Sep 23, 2023
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Barbeque Nation: A Secret $5Billion CDR Company Taking On QSR in India
By AltG Innovation Centre On Behalf Of Taponeel Mukherjee & Poornima Vardhan What’s Going On With Barbeque Nation? Barbeque Nation...
By AltG Innovation Centre
Sep 18, 2023
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Bloomberg's TATA Assessment: Correct Conclusion, Constrained Content
Recently, Bloomberg published, in an article titled "An Old Indian Conglomerate Seeks the Elusive Elixir of Growth", an analysis of how...
By AltG Innovation Centre
Sep 13, 2023
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2023 And Beyond: Premiumisation & Decentralisation
As we complete the halfway mark of 2023, it would be worth our while looking across the investment horizon and identify important...
By AltG Innovation Centre
Sep 1, 2023
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So Why Do We Write A Newsletter?
Our friend the other day asked at dinner, "Why do you all write a newsletter at AltG?". He added that as builders and entrepreneurs, a...
By AltG Innovation Centre
Aug 28, 2023
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Decoding The Playbook For Generating Stellar Returns In India’s IPO Market
The APEXX Formula: Deciphering the Strategies Behind India's Transformative IPOs and their Impact on Investor Success
By AltG Innovation Centre
Aug 14, 2023
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Shifting Fortunes: How Joe Biden's China Investment Ban Is Set to Propel India's Private Markets
The recent news of US President Joe Biden banning certain US investments in Chinese Tech via PE/VC routes has massive implications on the...
By AltG Innovation Centre
Aug 11, 2023
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M&M’s Investment In RBL Bank: How Not To Do Capital Allocation
The recent news of M&M’s decision to invest 417 Crore rupees in RBL bank has divided opinions. Allocating capital is as important for a...
By AltG Innovation Centre
Aug 7, 2023
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Investment Tear Sheet: India's B2B Database Businesses
Investment Opportunity: Aggregating B2B database businesses across industries such as BSFI, Chemicals etc through a central platform With...
By AltG Innovation Centre
Aug 7, 2023
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The Blackstone-Cipla Deal: Platforms The Holy Grail Of India Investments
The big deals in Indian private equity over the last 12 months have had two common factors - Private Equity & Platforms in The Healthcare...
By AltG Innovation Centre
Aug 4, 2023
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India's Missing Middle 'Platforms': Unveiling the Untapped Goldmine That Could Change Everything!
Warren Buffett's timeless wisdom echoes loud and clear in India's private markets, where simplicity and overlooked opportunities hold the...
By AltG Innovation Centre
Aug 4, 2023
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Decoding AltG's Investment Criteria for Allocating a Billion Dollars In India
In the fast-paced investing world, identifying lucrative opportunities requires keen insights, meticulous research, and a bold vision for...
By AltG Innovation Centre
Jul 31, 2023
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