Insights

Fintech: The game changer
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Fintech: The game changer
January 15th, 2023
How fintech has become a game changer in finance sector
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How fintech has become a game changer in finance sector
January 9th, 2023
Worst is Behind for Indian Economy, Bay Capital’s Kodikal Says
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Worst is Behind for Indian Economy, Bay Capital’s Kodikal Says
January 4th, 2023
Bay Capital Founder & CIO Siddharth Mehta joins Jill Malandrino on Nasdaq TradeTalks to discuss the shift of investment behavior during the pandemic and macro outlook for India.
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Bay Capital Founder & CIO Siddharth Mehta joins Jill Malandrino on Nasdaq TradeTalks to discuss the shift of investment behavior during the pandemic and macro outlook for India.
October 19th, 2022
The digital transformation that is underway provides opportunities for many unique Indian businesses
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The digital transformation that is underway provides opportunities for many unique Indian businesses
August 1st, 2022
US Fed likely to raise rates by 150-200 bps in 2022; use dip to buy for 5 years
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US Fed likely to raise rates by 150-200 bps in 2022; use dip to buy for 5 years
July 4th, 2022
As capital becomes expensive, startup funding take a hit
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As capital becomes expensive, startup funding take a hit
May 28th, 2022
India’s structural opportunity in a new age of financial repression
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India’s structural opportunity in a new age of financial repression
March 17th, 2022
Entrepreneurs should think in terms of evolution and adaptability
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Entrepreneurs should think in terms of evolution and adaptability
October 11th, 2021
Most interesting for us is the digital sector, where new digital products and services are providing exponential opportunities
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Most interesting for us is the digital sector, where new digital products and services are providing exponential opportunities
September 28th, 2021
India at an important inflection point of digital transformation
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India at an important inflection point of digital transformation
August 20th, 2021
We continue to remain optimistic about the long-term prospect of India
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We continue to remain optimistic about the long-term prospect of India
May 22nd, 2021
Despite Covid headwinds, India’s long-term growth story remains intact
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Despite Covid headwinds, India’s long-term growth story remains intact
May 19th, 2021
Sid Mehta’s view India’s ECM flight to quality
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Sid Mehta’s view India’s ECM flight to quality
October 5th, 2020
Bay Capital’s Second Virtual Town Hall – July 2020
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Bay Capital’s Second Virtual Town Hall – July 2020
July 21st, 2020
Necessary but not sufficient conditions in investment decisions
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Necessary but not sufficient conditions in investment decisions
July 8th, 2020
Sid Mehta’s views on the market: PERSPECTIVE
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Sid Mehta’s views on the market: PERSPECTIVE
May 29th, 2020
Navigating the minefield of bad businesses in unprecedented times
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Navigating the minefield of bad businesses in unprecedented times
May 25th, 2020
Bay’s Founder & CIO views on RBI’s step to boost economy
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Bay’s Founder & CIO views on RBI’s step to boost economy
April 17th, 2020
Bay’s Founder on the market: A Crisis Reveals a Lot
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Bay’s Founder on the market: A Crisis Reveals a Lot
April 14th, 2020
March Mayhem– Bay’s Founder Siddharth Mehta’s views on the market
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March Mayhem– Bay’s Founder Siddharth Mehta’s views on the market
April 1st, 2020
India’s RBI “Doing What It Takes”
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India’s RBI “Doing What It Takes”
March 27th, 2020
Bay’s Founder & CIO Siddarth Mehta’s views on the market: Lockdown
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Bay’s Founder & CIO Siddarth Mehta’s views on the market: Lockdown
March 25th, 2020
Bay’s Founder & CIO Siddarth Mehta’s views on the market: Investing through a pandemic
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Bay’s Founder & CIO Siddarth Mehta’s views on the market: Investing through a pandemic
March 13th, 2020
Big becoming BIGGER by Bay’s Founder Siddarth Mehta
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Big becoming BIGGER by Bay’s Founder Siddarth Mehta
February 28th, 2020
Bay’s Founder views on the market: Embedded Optionalities in Businesses
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Bay’s Founder views on the market: Embedded Optionalities in Businesses
February 8th, 2020
Siddharth Mehta’s views on investment strategy, focus areas and more
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Siddharth Mehta’s views on investment strategy, focus areas and more
January 6th, 2020
Bay’s Founder on the hallmarks of great businesses
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Bay’s Founder on the hallmarks of great businesses
December 3rd, 2019
Views on the market: Corporate governance and investments
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Views on the market: Corporate governance and investments
November 13th, 2019
Siddharth Mehta’s Views: Expect More Reforms and Sops
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Siddharth Mehta’s Views: Expect More Reforms and Sops
September 25th, 2019
Bay Founder & CIO views: Markets cheer corporate tax cut
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Bay Founder & CIO views: Markets cheer corporate tax cut
September 20th, 2019
Bay Capital 5th Anniversary Letter to Investors
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Bay Capital 5th Anniversary Letter to Investors
September 11th, 2019