Mint Podcast

Markets at a Crossroads: Valuations, IPOs & the Next Cycle | Capital Compass

Sponsored by Adfactors PR Are India’s capital markets entering a phase of correction or consolidation?In this episode of Capital Compass, Prashant Jain, Co-founder & CIO, 3P Investment Managers, breaks down where we are in the market cycle as we head into 2026—and what investors may be getting wrong.From the surge in small and midcaps to the reality behind IPO returns, this conversation unpacks the gap between expectations and fundamentals. Jain explains why valuations—not narratives—will determine outcomes, and why investors need to reset return expectations in a maturing market.The discussion also explores:Why small and midcaps may not deliver broad-based returnsThe real outlook for IPOs amid buoyant marketsWhere value lies today across sectorsHow domestic flows are reshaping market dynamicsIndia’s structural strength despite global volatilityAs narratives shift from momentum to fundamentals, the question is clear: are markets priced for reality—or still chasing optimism?Watch the full episode for a grounded, long-term view of India’s capital markets.Capital Compass brings you expert-led clarity on markets, policy and the economy - helping investors, professionals and business leaders make sense of complexity.Listen to the audio podcast on: Spotify, Apple Podcasts, Amazon Music and more.Watch more episodes on Mint's YouTube channelHave questions or suggestions? Write to business@adfactorspr.com#IPO2026 #CapitalMarkets #IndianStockMarket #IPOIndia #EquityMarkets #Mint #CapitalCompass

From Profits to Valuations: How Indian Promoters Are Rewriting the Growth Playbook | Capital Compass

Sponsored by Adfactors PR India’s corporate landscape is seeing a clear shift — from a focus on cash flows to a sharper emphasis on valuations, governance and capital efficiency. In this episode of Capital Compass, host Ajaya Sharma speaks with Girish Vanvari, Founder at Transaction Square, on how promoters — particularly in the mid-market — are rethinking growth, capital raising and IPO readiness.   The conversation examines how businesses are preparing themselves for external capital, what investors expect today, and why governance and narrative-building have become central to valuation.   Key themes include: The shift from profit-first to valuation-driven thinking The role of governance in unlocking capital IPO pricing discipline and market trust Preparing businesses for public markets The rise of family offices in India Emerging sectors and capital allocation risks   As capital markets deepen, the rules of value creation are evolving — and so is the promoter mindset.   Watch the full episode to understand how India Inc is preparing for its next phase of growth.   Capital Compass brings you expert-led clarity on markets, policy and the economy - helping investors, professionals and business leaders make sense of complexity.   Listen to the audio podcast on: Spotify, Apple Podcasts, Amazon Music and more. Watch more episodes on Mint's YouTube channel   Have questions or suggestions? Write to business@adfactorspr.com [business@adfactorspr.com]   #IPO2026 #CapitalMarkets #IndianStockMarket #IPOIndia #EquityMarkets #Mint #CapitalCompass

How Indian Brands Go Global | Marico x BCG

What does it really take to build a brand from India for the world? In this episode of India for the World, a leadership series by Mint and BCG, host Soumya Gupta from Mint is joined by Saugata Gupta (MD & CEO, Marico) and Abheek Singhi (Managing Director & Senior Partner, BCG) to decode how Indian consumer brands can scale globally.From affordability and distribution to premiumisation and digital-first strategies, the conversation dives deep into the realities of building brands in one of the world’s most diverse markets—and taking them beyond borders.

India’s Capital Markets 2026: The Next Phase of IPOs & Fundraising | Capital Compass

Sponsored by Adfactors PRWhat lies ahead for India’s capital markets in 2026?After a record-breaking run in IPOs and fundraising, is the momentum set to continue, or are we approaching an inflection point?In this episode of Capital Compass, host Anisha Jain speaks with Neetu Ranka, Managing Director, ECM Corporate Finance, Nuvama Investment Banking, to decode the outlook for India’s capital markets, the fundraising environment, and the next phase of IPO activity.From rising retail participation and strong SIP inflows to greater market predictability, India’s equity markets are undergoing a structural transformation. The key question, however, is how sustainable this momentum really is.As India continues to evolve into a more mature and resilient market, the next phase of growth will be defined by quality, discipline, and long-term capital.Watch the full episode to understand where India’s markets are headed next.Capital Compass brings you expert-led clarity on markets, policy and the economy - helping investors, professionals and business leaders make sense of complexity.Listen to the audio podcast on: Spotify, Apple Podcasts, Amazon Music and more.Watch more episodes on Mint's YouTube channelHave questions or suggestions? Write to us at business@adfactorspr.com#IPO2026 #CapitalMarkets #IndianStockMarket #IPOIndia #EquityMarkets #Mint #CapitalCompass

SME Boom: What’s Next for India’s SME Market in 2026? | Ajay Thakur | Capital Compass

Sponsored by Adfactors PR India’s small and medium enterprises are emerging as one of the most powerful drivers of the country’s economic growth. In this episode of Capital Compass, host Ajaya Sharma speaks with Ajay Thakur from TGI SME Capital Advisors about the evolving landscape of India’s SME sector and what the outlook looks like for 2026. As more entrepreneurs from across India scale their businesses, SMEs are increasingly becoming a key pillar of the country’s economic expansion, innovation, and employment generation. In this conversation, we explore: • The rapid rise of SMEs in India • What is driving growth in the SME ecosystem • Opportunities and risks in the SME market • The role of capital markets and funding access • Why more founders are considering public markets • The outlook for the SME sector in 2026 and beyond With thousands of emerging businesses across Tier 2 and Tier 3 cities, India’s SME ecosystem is becoming a powerful engine of entrepreneurship and economic momentum. Watch the full conversation to understand where India’s SME story is headed next. Capital Compass brings you expert-led clarity on markets, policy and the economy - helping investors, professionals and business leaders make sense of complexity. Listen to the audio podcast on: Spotify, Apple Podcasts, Amazon Music and more. Watch more episodes on Mint's YouTube channel Have questions or suggestions? Write to business@adfactorspr.com