Our perspective on Indian small- and mid-cap markets, the structural India investment case, and cross-border deal-making between Europe, the US and India — including the monthly read on the strategy we sponsor.
Equirus's Amit Bivalkar is urging investors to reset India return expectations and stay disciplined through cycles. For European capital the implication is sharper: as easy beta fades, the edge shifts to selection, governance and the access route you choose.
Read more →Indian small- and mid-caps consolidated in May 2026 after April's sharp rebound, with the strategy outperforming a broadly flat benchmark. Our monthly read on valuations, the India–EU FTA, China+1 and domestic earnings.
Read more →Why the mid-market Europe–India M&A corridor is structurally underserved, how the 2024 NDI Rules liberalised cross-border share swaps, the main deal structures, and the regulatory map every acquirer should know.
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