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Newsletter

The World As We See It

May 2021

Global

It’s been over a year since the pandemic broke out, and what a colossal loss it has been of both lives and livelihoods. At last count, we have suffered 151 million infections and 3.18 million deaths, let alone the billions of dollars in lost productivity. However, we adopted technology with open arms, made peace with a socially distant life, adopted the work from anywhere culture and got used to wearing masks like…

Impressive Entrepreneurs

May 2021

As investors, we meet and evaluate thousands of startups every year. Let us share some key common traits we come across in entrepreneurs that make us sit back and say, wow! 

Impressive entrepreneurs have a deep understanding of the space in which they operate. They are setting up businesses to solve real problems and fulfil the real needs of their customers. They have done an immense amount of on the ground research to identify…


Digital India

• 17th Sep, 19  

By Rajesh Sehgal (Managing Partner, Equanimity Investments)

This article was published in the Q2 2019 edition of BDO India's The PEriodical, a Quarterly Private Equity Newsletter 

Various estimates, including World Bank, IMF, ADB and a variety of rating agencies, peg India’s growth rate to be in the region of 7% per annum, over the foreseeable future. Prime Minister, Narendra Modi has set a target of making India a USD 05 trillion economy by 2024. This implies a near doubling…

 

New kids on the block - India's startups

• 12th Sep, 19  

By Rajesh Sehgal (Managing Partner, Equanimity Investments)

If you drill down to the basics, you will realise the true reason why you invest at all. It is to generate returns so that you are able to create a nest egg for your future years. It is to ensure that your money is working as hard as you are for all your productive years, and provides you with a cushion in your time of need. So, how…

 

The Return Of Emerging Markets

• 18th Feb, 19  

By Mark Mobius (Investor and Investment Committee Member, Equanimity Investments)

Emerging markets have suffered a downturn in 2018. The threat and then reality of a trade war, accompanied by the strengthening dollar, have contributed to a bear market. Currencies have weakened in the vast majority of developing nations, while Turkey and Argentina have suffered a financial crisis. The MSCI Index has fallen around 16% so far this year.

While this all sounds like bad news, there are…

 

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