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Consumer discretionary

Showing 2 of 2 Insights Posts
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Hyper-personalization and the AI-driven commerce revolution

A member of our early-stage venture team explores the many ways in which artificial intelligence is likely to transform the consumer experience.

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event March 2024
Article
2025-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Six reasons India may be on the cusp of a major upcycle
Numerous positive structural and cyclical factors are pointing towards a major economic upcycle in India over the next five to six years, in our view, creating a range of potential investment opportunities. We believe India’s market is supported by an evolving investment universe, powerful demographic trends, increasing urbanisation and rising wealth, export growth, geopolitical tailwinds and a supportive policy regime. These factors are coalescing at a time when the corporate deleveraging cycle of the last few years is coming to an end and a new upcycle in profitability could be beginning.
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event May 2022
Quick Take
2022-12-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.