Dear friends and well-wishers of Kampani Capital,
It gives me great pleasure to pen down the first edition of “From the CEO’s Desk” as we get into the festive season of Diwali. Kampani Capital (a division of ANAK Consulting LLP) has been set up with the vision of providing financial solutions for Indian Corporates as well as Asset Managers who believe in the India story and the PM’s vision of making India a 5 Trillion Dollar economy. At the outset I will like to thank everyone who made this dream come true and giving us the inspiration to build a world class organisation with India in mind.
As I scan through this week’s economic news it is becoming increasingly clear that India is now an oasis in the desert – Data points like Monthly mobile phone exports hitting 1 B$ in Sept, Passenger Car sales reaching a record level of one million units in the Sep quarter and shooting up of E-way bills in Sept all help prove this statement. There are obviously some dark clouds on the horizon like the increasing interest rates scenario which could dampen the booming consumer sentiment. However despite some of the global macro economic headwinds including a possibility of an escalation in Ukraine there seems to be a clear sense of optimism across all sets of investors that I speak to – be it local family offices or overseas fund managers.
We continue to believe in the India growth story as we move into the 2nd half of this financial year and the next 12-18 months seem like an opportunity for all of us to ride the immense potential that India has always shown. With that in mind I hope to meet some of you at our next round of roadshows in London in the 2nd week of November.
Amar Kampani
CEO and Founder,
Kampani Capital (a division of Anak Consulting LLP)
18th Oct 2022
