Gopal Khetan

Shared a few thoughts on the evolution and suitability of Private Credit as an asset class for investors! With time, clear segmentation in performance will be visible among investment managers.

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Markets continue to make new highs and investors are concerned about high valuations. I got into a discussion with Niraj Shah to explore the sectors we are looking at to make returns. Piper Serica

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Focused strategy in 5 broad themes. Consumption which is the evergreen theme in India due to demographic advantage. Financialisation of savings which is being on the rise especially from covid lockdown times in India which has facilitated in stabilising the stock markets as domestic participation has increased and impact of FII buying and selling has truce considerably. Digitisation and AI which is again increasing the participation of domestic retail investors as ease of opening trading accounts and transacting is improved. Renewal energy as a theme is not only catching up in India but across globe as this is the need of the hour as we should reduce the dependency on old energy resources and thus do our bit to improve the environment. Manufacturing theme is a theme in India which is at a inflection point as focus on make India, atamnirbhar India, PLI schemes, China plus strategy is facilitating a shift from agrarian society to manufacturing.

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Do watch the conversation of my colleague Shreedhara Bhat with Harsha Upadhyaya, CFA. Harsha shares his views on markets, economy, the research team and the way they select stocks etc. Hope you find it useful. Follow us for more knowledge videos and articles. Subscribe to our YouTube channel - https://lnkd.in/grN6A9NP today! #investing #investments #mutualfunds #sip #systematicinvestmentplan #investing101 #financialplanning #financialfreedom #financialeducation

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Emami Ltd Group Acquires The Man Company: A Strategic Move in Men's Grooming Market Emami Group has announced the 100% acquisition of The Man Company, founded in 2015 by Bhisham Bhateja, Hitesh Dhingra, and Parvesh Bareja . This move aims to enhance Emami's position against competitors like Marico's Beardo and USTRAA : Grooming For Men by integrating The Man Company’s premium product line and brand equity. Startup Exits: Mergers, Acquisitions, and IPOs ◻ Mergers: Combining two companies to form a stronger entity. ◻ Acquisitions: One company purchases another, gaining control over its assets and market share. ◻ IPO: A private company sells shares to the public, raising capital and providing liquidity to shareholders. The Current Landscape of Startup Exits in India: IPOs vs. Acquisitions The Indian IPO market has seen significant growth, but recent downfalls post-listing highlight IPO risks. Acquisition remains an attractive exit option. Benefits of Acquisition over IPO: ◻ Immediate value realization for founders and investors. ◻ Strategic synergies and market access to boost growth. ◻ Reduced risk, less exposure to market volatility. ◻ Focus on core business with parent company support. Let's Talk Numbers: ◻ In 2023, Indian companies raised $7 billion through IPOs, with a notable surge in Q4 contributing 40% of the year's listings. ◻ M&A activity in India remains strong, with key transactions including Adani Group’s $10.5 billion acquisition of Ambuja Cements Limited and ACC Limited.​ Key Takeaways: ◻ Consider Market Conditions: Evaluate current market conditions before deciding on an IPO. ◻ Weigh Pros and Cons: Both IPOs and acquisitions have advantages and drawbacks. Align the choice with your long-term vision, business needs, and risk appetite. ◻ Strategic Alignment: Seek acquisition opportunities offering strategic fit and potential synergies. ◻ Prepare for the Long Term: Ensure readiness for the long-term implications of either strategy, including regulatory compliance, market dynamics, and integration processes. While the IPO boom offers opportunities, its risks highlight acquisitions as a viable exit strategy. Startups should assess market conditions, align with partners, and prepare for long-term success. #EmamiLtd #TheManCompany #MensGrooming #Startup #IPO #Acquisition #MarketExpansion #Business

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