Dear friends and well-wishers of Kampani Capital,
This edition of the CEOs Desk is a special edition for us, as we just completed 2 years of providing world class financial solutions to Indian and Global Firms,Fund Managers, Founders and Family offices. This could not have been possible without the support of each one of you as well as the trust you have put in us. All of us at Kampani Capital truly believe that the India story has only just begun and we are proud to take the best of India to the world as well as invite the best of the world to India.
Over the last 24 months we have covered sectors like Electric Vehicles, Semi-Conductors, Hospitality, AI-ML, QSRs, Q-Commerce, Global Engineering Centres, Deep Tech as well as Asset Classes like Equity, Debt and Early-stage funding to name a few. I have to however admit the sector that has really set the street on fire is the Consumption space across categories. Nothing can be more evidence of this than the recent hysteria for tickets over the Cold Play concerts planned in Mumbai in January 2025.As per reports, there was demand of more than 12 Mio tickets for a total capacity of 0.15 Mio. No wonder that the grey market was quoting a price that was close to 300 times the normal list price of tickets in a mater of hours!! Clearly, “Swift-onomics” has arrived in India too – just as her concerts bumped up the GDP of countries like Singapore recently.
Another interesting trend which Sowmya and I encountered in our recent meetings with family offices in Mumbai and Pune was the wide variety of interests that Gen Next has acquired in terms of their investment thesis. The range of interests is as varied as E Commerce to EV, Media to Pharma, QSR to Sports tech..you name it and we have some potential young investors.
Over the next few months we will also be hosting a lot of our global partners including fund managers, family offices, corporates as part of our “Ambitious India” roadshows in Mumbai, Pune, Bangalore and Delhi. We would like to invite each one of you to be a part of these interactions in line with our vision of being the bridge between India and the world. We also look forward to seeing you in October in our Delhi roadshows as the Indian economy shifts into its highest gear around the Diwali season – obviously not without a little bit of Teen Patti thrown in for good luck.
Amar Kampani
CEO and Founder,
Kampani Capital (a division of Anak Consulting LLP)
26th September 2024
