Dear friends and well-wishers of Kampani Capital,
Its all festive, colourful and wet right now in Mumbai,as we welcome our favourite Elephant God into our houses and hearts seeking blessings of health, wealth and prosperity for the coming 12 months. Infact, with all the tariff headwinds blowing from across the Atlantic, some divine wishes would surely be welcome.
Looking back at Indian Economic history (and having been fortunate to have studied Economics during my years at Hindu College), it wont be an exaggeration to say the Indian Economy has always bounced back stronger and in finer shape whenever our backs have been against the wall. This was true in the 1960s,when the food crisis was addressed by the Green Revolution as well as the early 1990s,when the Balance of Payment crisis was averted by the Liberalization Reforms as also the Nuclear Sanctions Crisis of 1998,which was deftly handled by some adroit statesmanship and fiscal discipline. We are all very confident that this rather unexpected turn of tariff events will give us the opportunity to focus on more efficient areas and build capabilities in sectors that are going to the future. Someone recently told me that Semiconductors are the new Steel!
While the world huffs and puffs with the mood swings of a few powerful Heads of State,I am happy to inform you that the small town India story continues to go from strength to strength.I was in Kochi last month on personal-cum-official work and some of the stories coming from there are really heartwarming. Having met the next generation of a few large Family Offices there, I saw a clear shift in moving investments to newer Alternate investment opportunities including Real Estate Funds, Consumer,Hospitality and Health Focused themes as well as Overseas investment stories. It was also heartening to meet founders from cities like Trivandrum and Kochi. Infact,over the last 6 months Sowmya and I have met some very bright founders from upcoming cities like Jaipur, Sangli and Coimbatore– just to name a few.
We continue to see very good traction with our global partners in Europe, Middle East and Asia .We are looking forward to hosting some of our Family office clients in Mumbai in the coming month as also assisting our top fund manager clients in their international aspirations with focus on asset allocators like Family Offices in the Middle East.
A big round of thanks from Sowmya and me to all our friends/ well wishers, who took time to meet us over call or in person in the last few weeks and I can safely say that the ground reports from the Indian Economy are clearly saying – “All is Well”!
Best wishes for a Super September!
Amar
Amar Kampani
CEO and Founder,
Kampani Capital (a Division of Anak Consulting LLP)
30th August 2025