Why subscribe?
Most investors won’t admit it.
Beating market benchmarks over the long term is super hard.
And that too in a fast moving emerging market packed with information asymmetry and regulatory flux. A market which is often (rightly) characterized as overpriced and volatile.
With the objective to push some investing ideation in the Indian context, we will present:
i) "Below the radar" stocks
On average only 4-5 analysts cover small cap stocks vs. ~25-30 analysts researching large caps. There are 2500 small cap stocks vs. 250 mid + large caps giving many more opportunities outside the box.
ii) Contrarian bets
The 5 largest names on Nifty 50 account for nearly 40% of its overall weight and not many folks seem to think that once you’re on this bellwether you can still go wrong.
iii) Curated private market opportunities
The biggest challenge with early stage Private investment opportunities lies in their discovery. Deeply researched investments at the right entry point can generate solid long term returns.
Disclaimer: The views expressed on this newsletter are the views of Arkvega Partners LLP, and are subject to change at any point in time based on market and other conditions. These comprise neither an offer nor solicitation for the purchase or sale of any security, and should not be construed as such. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.
We strongly advise you to do your own research and consult an accredited investment advisor before investing based on what you read in ARKIVES.
Arkvega Partners LLP or its employees may have exposure to the securities discussed here and can close positions in the future without prior intimation.
Talk shop?
We run a specialist financial advisory firm bringing bespoke strategy, structuring, and capital markets solutions to businesses, institutional funds, and select high net worth individuals. It goes by the name of Arkvega Partners.
If you have a requirement, drop us a line at contact@arkvega.com
Website: Arkvega.com
Twitter @ArkvegaPartners
