Journal

The digital transformation that is underway provides opportunities for many unique Indian businesses
Insights News
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
Insights News
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
Insights News
As capital becomes expensive, startup funding take a hit
May 28th, 2022
India’s structural opportunity in a new age of financial repression
Insights News
India’s structural opportunity in a new age of financial repression
March 17th, 2022
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Falcon Edge, Bay Capital invest in Five Star Business ahead of its IPO
News
Falcon Edge, Bay Capital invest in Five Star Business ahead of its IPO
December 15th, 2021
Entrepreneurs should think in terms of evolution and adaptability
Insights
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
Insights
Most interesting for us is the digital sector, where new digital products and services are providing exponential opportunities
September 28th, 2021
Bay’s Founder on riding the tech wave, plans for India AIF
Insights News
Bay’s Founder on riding the tech wave, plans for India AIF
September 6th, 2021
India at an important inflection point of digital transformation
Insights News
India at an important inflection point of digital transformation
August 20th, 2021
Late stage/Pre IPO investing and the exciting investment opportunities in India’s digital ecosystem
Insights News
Late stage/Pre IPO investing and the exciting investment opportunities in India’s digital ecosystem
August 17th, 2021
We continue to remain optimistic about the long-term prospect of India
Insights News
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
Insights News
Despite Covid headwinds, India’s long-term growth story remains intact
May 19th, 2021
Professor Russell Napier joins Bay’s Advisory Board
Insights News
Professor Russell Napier joins Bay’s Advisory Board
May 1st, 2021
Bay selects eVestment to help grow the firm’s global brand and AUM with eVestment Omni
Insights News
Bay selects eVestment to help grow the firm’s global brand and AUM with eVestment Omni
March 10th, 2021
Bay Capital invests in Policybazaar in a secondary transaction
Insights News
Bay Capital invests in Policybazaar in a secondary transaction
March 3rd, 2021
Sid Mehta’s view India’s ECM flight to quality
Insights News
Sid Mehta’s view India’s ECM flight to quality
October 5th, 2020
Bay Capital’s Second Virtual Town Hall – July 2020
Insights News
Bay Capital’s Second Virtual Town Hall – July 2020
July 21st, 2020
Necessary but not sufficient conditions in investment decisions
Insights News
Necessary but not sufficient conditions in investment decisions
July 8th, 2020
Bay Capital’s Town Hall Webinar – June 2020
News
Bay Capital’s Town Hall Webinar – June 2020
June 17th, 2020
Sid Mehta’s views on the market: PERSPECTIVE
Insights News
Sid Mehta’s views on the market: PERSPECTIVE
May 29th, 2020
Navigating the minefield of bad businesses in unprecedented times
Insights News
Navigating the minefield of bad businesses in unprecedented times
May 25th, 2020
Bay’s Founder & CIO views on RBI’s step to boost economy
Insights News
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
Insights News
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
Insights News
March Mayhem– Bay’s Founder Siddharth Mehta’s views on the market
April 1st, 2020
India’s RBI “Doing What It Takes”
Insights News
India’s RBI “Doing What It Takes”
March 27th, 2020
Bay’s Founder & CIO Siddarth Mehta’s views on the market: Lockdown
Insights News
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
Insights News
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
Insights News
Big becoming BIGGER by Bay’s Founder Siddarth Mehta
February 28th, 2020
Bay’s Founder views on the market: Embedded Optionalities in Businesses
Insights News
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
Insights News
Siddharth Mehta’s views on investment strategy, focus areas and more
January 6th, 2020
Bay’s Founder on the hallmarks of great businesses
Insights News
Bay’s Founder on the hallmarks of great businesses
December 3rd, 2019
Views on the market: Corporate governance and investments
Insights News
Views on the market: Corporate governance and investments
November 13th, 2019
Sensex extends record- setting run, Nifty ends above 12,000
Insights News
Sensex extends record- setting run, Nifty ends above 12,000
November 7th, 2019
Siddharth Mehta’s Views: Expect More Reforms and Sops
Insights News
Siddharth Mehta’s Views: Expect More Reforms and Sops
September 25th, 2019
Bay Founder & CIO views: Markets cheer corporate tax cut
Insights News
Bay Founder & CIO views: Markets cheer corporate tax cut
September 20th, 2019
Bay Capital 5th Anniversary Letter to Investors
Insights News
Bay Capital 5th Anniversary Letter to Investors
September 11th, 2019