Arisaig Partners

Day: April 18, 2023

Rupee wise: spotlight on Indian consumer behaviour from recent household visits

All Arisaig’s partners were in India in February to run two separate tracks of research visits to current holdings and prospects. These trips always include visits to the houses of Indian consumers at different economic strata. Over the last year, we have done household visits in Chennai, Mumbai and Hyderabad. As investors focussing on domestic […]

A confident India, and a shopping India

All of Arisaig’s partners were in India in February to run two separate tracks of visits to current holdings and prospects. Business confidence here remains ‘full steam ahead’. A recent survey[1] in Business Standard showed that 86% of CEOs are looking to expand capacity this financial year. Industrial credit[2] is back to growth (at a high single […]

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