Banking cycle and it’s impact on portfolio companies -2
Having observed a few events in the past couple of years has helped me understand the banking cycle better. This is how the past 5 years of the industry added up to my understanding.
Sector analysis
Case studies in the financial markets
SVB looked well capitalised up until the depositors started asking back for their money. Their customers were startups, and thus had requirement of capital due to drying up of VC funding. This led to the bank having to find funds to settle the unexpected high with-drawl requests. As most of their funds were locked in …
‘Outlook of recession in the developed world!!’ Understanding the why, and it’s impact on India.
Today is an attempt to understand the relationship between liquidity and interest rates – their correlation with bonds and equities, and what to expect in coming times. I have been overly optimist about the markets since I have entered, with too much faith that in the long term the markets will only reward. But now …
Recent M&A in the Pharma space
Two of the most growing branches of Indian Pharma have been seeing M&A activities Domestic Branded Pharma CDMO Space – Advent paid 9x P/S for the acquisition of Suven Pharma. Another PE in the running was Blackstone. This interest comes from the brand reconcgnition leading to customer stickiness ( and have higher . And with a …
Banking cycle and it’s impact on portfolio companies
Banking cycle and it’s impact on portfolio companies Having observed a few events in the past couple of years has helped me understand the banking cycle better. This is how the past 5 years of the industry added up to my understanding. Source: A Rough Book The gist is we are entering a fresh capital …
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Sectors where China +1 is playing out (or not)
Tracking the theme to observe in which sectors is India becoming a global partner of choice. Can there be a larger shift of Lifescience Research towards India?! A life science focussed real estate company, setting up large lab facilities for CROs. They have seen a surge in demand from CRO clients and start-ups in the …