Blue Lotus Capital LLP

Blue Lotus Capital LLP Blue Lotus Capital (BLC) is an independent global asset management and advisory firm. An active Fore

Check out our Managing Partner Harikrishnan's article: India's turn on TARP :We need an Indian version of a debt restru...
16/10/2019

Check out our Managing Partner Harikrishnan's article: India's turn on TARP :

We need an Indian version of a debt restructuring and recapitalisation program. India needs to create a US$25 billion fund with the Government of India as its anchor investor and the remaining sum coming from other long term investors like sovereign funds, distressed assets funds, buyout and pension funds.

- Fund managed by professionals

- Assets operated by national / international players with call option after 5-7 years

- Necessary regulatory changes

As Steve Schwarzman says “Down cycles are not fun. But they form the basis for enormous future profitability”

Every accomplishment starts with the decision to TRY…

Details in the article below :

https://www.linkedin.com/pulse/indias-turn-tarp-harikrishnan-s via LinkedIn

A lot of revisions of Indian GDP growth rates downwards have hit the news recently. One of the ways to counter this trend and In order to ensure a durable and sustainable economic recovery, India needs strong and decisive action.

Our Partner Nitin Goyal writes about how this corporate tax cuts is the starting of new investment cycle and why the Blu...
22/09/2019

Our Partner Nitin Goyal writes about how this corporate tax cuts is the starting of new investment cycle and why the BlueLotus Capital is bullish on Indian Manufacturing companies


-China

The Indian Government staring at slow growth for the past few quarters has come up with a plan to induce investment-led growth, by slashing tax rates for corporates by a headline 10% (actual impact would be closer to 5-6%, given the various incentives and exemptions already in place) and thereby imp

*Partner’s article published in Linkedin*Time , the 3rd dimension in determining return is often misunderstood and igno...
04/11/2018

*Partner’s article published in Linkedin*
Time , the 3rd dimension in determining return is often misunderstood and ignored ..
, , ,

There is always an argument that even if I pay a high price for quality in a growth company, it may go through some correction, but the business continues to grow. I concede that it is true, but we still need to differentiate between the price of the stock and the value of the company.

Our managing partners view on liquidity crisis
18/10/2018

Our managing partners view on liquidity crisis

Given that short-term liquidity is being pulled out of the market, NBFCs that are very heavily funded by short-term papers will see an impact

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