Ambit Capital

General

09 July, 2015

Who will be in the Sensex in 2025?

In my previous columns I have highlighted that the Indian market has the highest “churn” ratio amongst the world’s major ......

General

07 July, 2015

Who will be in the Sensex in 2025?

In my previous columns I have highlighted that the Indian market has the highest “churn” ratio amongst the world’s major ......

General

25 May, 2015

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

The Indian economy may struggle in FY16 as earnings adjust to the initiatives launched by Prime Minister Narendra Modi to ......

General

19 February, 2014

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

With upcoming general elections and tapering of quantitative easing globally, 2014 could be an year of adjustments for the Indian economy. At ......

General

18 November, 2013

The rise of a new elite

Rapid growth in the once-derided Hindi-speaking states of northern India is now an established fact (FY08-12 state domestic product CAGR ......

Consumer

21 September, 2012

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

Our discussions with several industry experts point to a range of fundamental challenges for multi-brand retailers in India. Only a ......

Consumer

04 September, 2012

The Indian consumer: Bloodied but not broken as yet

In the final two weeks of August we conducted a survey of over 100 large distributors and unlisted companies spread across ......

General

26 June, 2012

Sanjay Bansal quits Ambit to set up own i-bank

Sanjay Bansal, co-founder and managing Director of Ambit Capital, a mid-market investment advisory firm, is moving out of the firm ......