Budget Feb 2025 – a short update
Rajesh Pherwani | February 3, 2025
The budget has set a new normal and the market did not expect it. It was like the Schrodinger’s cat experiment. Wedidn’t know if the cat was alive or dead until the box was opened. But at the same tim … Read more
Transforming India’s Financial Landscape: The Fintech Revolution and Beyond
Ashi Anand | July 22, 2024
In recent years, India has witnessed an unprecedented surge in financial technology, known as fintech. The fintech sector has transformed the landscape of financial services, democratising access, enh … Read more
Key Metrics to Track: How to Assess the Strength of the Network
Ashi Anand | May 20, 2024
In our previous blog posts as part of the Discovering the Power of Platform Businesses series, we explored the journey of multi-sided platforms, dissecting their stages of network creation, consumer b … Read more
US – How Technology Created Wealth in the US
Ashi Anand | April 12, 2024
In our previous blog, we explored the journey of multi-sided platforms, dissecting their stages of network creation, consumer behaviour influence, monetization strategies, and the resultant superlativ … Read more
Discovering the Power of Platform Businesses
Ashi Anand | March 27, 2024
Part 1: Understanding the Platform Businesses In the digital age, the concept of multi-sided platforms has revolutionized the business landscape. From tech giants like Apple and Google to emerging pla … Read more
India’s Digital Journey – Enabling Commerce
Ashi Anand | February 21, 2024
We pick up India’s Digital Journey exactly where we left off from our previous blog. We touched upon the astronomical rise of UPI in India. In this blog, we delve into how it enabled commerce and look … Read more
India’s Digital Journey – The Roots
Ashi Anand | January 24, 2024
India is experiencing a seismic shift as we embrace the digital era, redefining how a billion-plus population lives, works, and connects. Through a series of blog posts, we will dive deep into this jo … Read more
QGV Investment Philosophy Explained
Ashi Anand | August 25, 2023
At Valcreate, company selection is driven by Valcreate’s GQV Investment framework, which defines the quantitative & qualitative aspects (focus on business growth, quality & valuations) we cons … Read more
Microtrends: What are they & a few past case studies
Ashi Anand | July 31, 2023
Economic landscapes are rarely static. Adapting to varying economic conditions is a hallmark of seasoned investors. The most successful investments are strategically positioned to navigate through dif … Read more
FY22 Union Budget Review
Rajesh Pherwani | February 1, 2022
Dear all, Would like to share with you our short opinion on the Budget by Rajesh Pherwani – In my investment career spanning more than 2 decades, I have witnessed every Budget’s obsession with fiscal … Read more
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