Airavat Capital is an India-focused public markets investment firm that manages and advises capital seeking long-term wealth creation. We adopt a rigorous and conservative research-oriented process to discover great businesses in the Indian small and midcap space.
We recently wrote about the emergence of global Saas companies from India – and its evolution from targeting SMBs to Enterprises and breaking new ground in open source solutions and the consumerization of enterprise technology. Read our piece in The Financial Express: https://www.financialexpress.com/opinion/from-services-to-products-saas-could-be-the-panacea-for-indian-its-future-growth/2100376/
This is the second part of our piece on the possible social and economic changes from Covid. The remote working experiment seems to be working well for many firms over the last few months, which might catalyze the emergence of a Work from Anywhere culture. This could lead to a more distributed company architecture and … Continue reading Work from Anywhere
The below piece captures how we are thinking about Covid scenarios, including for our investment decisions. A lot seems to ride on the effectiveness of a vaccine, something which we will know definitively about only in the coming months. Based on what we know today, there is a non-trivial probability that we might be in … Continue reading How we are thinking about Covid Scenarios