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

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

#IPO2026 #CapitalMarkets #IndianStockMarket #IPOIndia #EquityMarkets #Mint #CapitalCompass

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.