Institutional investors to cut down on equity?
In an article for Business Standard, Akash Prakash of Amansa Capital points out the surprising “lack of debate on the poor returns delivered by global equities over the last decade”.…
Recession triggers rethink on renewable energy
At $145 to an oil barrel, Renewable Energy was a favorite theme among investors. But what when oil languishes at $45? Knowledge@Wharton provides the take of various energy industry players…
Emerging Markets PE Funds raise record $67-B in ’08
Extracts from an EMPEA press release Bucking global trends, 210 private equity funds focused on emerging markets raised a record-breaking US$66.5 billion in 2008, a 12% increase over the US$59…
K@W interview with CEO of Sutherland
Knowledge@Wharton has an audio interview with Dilip R. Vellodi, CEO of Sutherland Global Services, about the company’s business model and its future. Arun Natarajan is the Founder & CEO of…
Indian PE veterans look back and ahead
The Mint traces the history of the Indian PE/VC space via interviews with three industry veterans – Nitin Deshmukh of Kotak PE, PR Srinivasan of CVC International (both of whom…
Will global markets hit fresh lows in 2009?
Ruchir Sharma says the likelihood of this scenario has increased in an article for the Economic Times. Scenario3: The deleveraging process continues unabated resulting in fresh new lows for global…
Boutique I-Banks tightening their belts
The Mint has an article on how Boutique investment banks are bracing for the slowdown. “Last year, a lot of investment bankers came up, few will be active in 2009,…
The Loot seeks to capitalize on slowdown
Outlook Business has a profile of the discount clothing retailer The Loot. How does a retail chain that offers massive discounts make profits? “We make money on buying, not on…
Prospects for Solar Energy Brighten
Outlook Business has a mult-part article on the prospects for solar energy in India in light on of the new policy measures. Two policy measures in the last month, the…
“The strange case of Asarco”
TheDeal.com has an article on how the two bidders for the bankrupt copper mining firm – India’s Sterlite and Mexico’s Grupo Mexico – are pushing for a lower price. Listen…