An overview of investment activity, valuation trends and key market developments shaping India’s F&B/restaurant sector, with practical implications for investors and restaurant owners.
Avernys’ latest Strategic Signals highlights a global reset underway – central banks tightening into an energy-driven inflation shock, AI infrastructure scaling ahead of revenues, and M&A/IPO […]
Avernys’ latest Strategic Signals highlights a sharper global reset – rising rate and geopolitical risks, Europe’s aggressive cost restructuring, and AI’s accelerating shift from software into […]
A sector brief analyzing Q2 2026 AI investment trends, where booming funding and record liquidity at the top contrast with a market that is not broadening.It […]
Hyperscaler capital spending has surged: June-quarter spend was 87% higher than a year earlier, and the 2026 guidance is still being raised. The open question is […]
KKR’s acquisition of Integer Holdings and Blackstone/TPG’s acquisition of Hologic are often discussed as evidence that 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐢𝐬 𝐫𝐞𝐭𝐮𝐫𝐧𝐢𝐧𝐠 𝐭𝐨 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞. 𝐓𝐡𝐞 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐝𝐚𝐭𝐚 𝐭𝐞𝐥𝐥𝐬 […]
What sell-side preparation can and cannot do when price is the binding constraint. Preparation does not close a bid-ask spread. In a market where price is […]
Capital is flowing but investors have become far more selective. Why installed MW alone no longer determines valuation, buyer interest or financing terms. Download to read […]