Amit's Blog

Info Edge: The Architect of India's Internet Landscape Info Edge (India) Ltd. stands as a unique and pioneering force in the Indian digital ecosystem, operating not just as a venture capital investor but also as a builder of its own successful internet businesses, notably Naukri.com and 99acres.com. For over two decades, Info Edge has leveraged its deep market understanding and internal resources to back early-stage, disruptive Indian startups. Its strategic investment in Zomato, transforming it from a nascent idea into a publicly listed food tech giant, exemplifies its visionary approach and significant impact. With a focus on long-term value creation across diverse sectors like food tech, insurance, and fintech, Info Edge has consistently identified and nurtured companies that have become cornerstones of India's digital transformation, solidifying its reputation as a strategic and patient capital provider. I. Investment Activity & Scale 1.      Funds Raised...

Temasek's Long-Term Vision: Powering India's Growth Through Patient Capital Temasek Holdings, Singapore's state-owned investment company, has strategically cultivated a deep and impactful presence in India over the past two decades. As an early mover, establishing its Mumbai office in 2004, Temasek's India exposure has grown to approximately $40 billion, driven by its long-term, patient capital approach and a diversified portfolio spanning financial services, healthcare, technology, and consumer sectors. Guided by global mega-trends, Temasek actively partners with management teams, fostering operational excellence and sustainability. Its strategic exits, alongside consistent investments in high-growth areas, underscore its commitment to compounding sustainable returns, positioning it as a significant catalyst in India's journey towards becoming a leading global economy. I. Firm Overview & Strategy Temasek Holdings, established in 1974, is a global investment...