March 2008
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PE investors hunt for cheaper buys

The volume of private equity (PE) deals in India is down by 47% in the first 10 weeks of 2008 over the year-ago period, but buyers say they are expecting cash-hungry companies with sharply lower valuations to line up in front of investors following severe declines in stock markets. They say that deal activity will pick up in the next two-six months. Until December, India’s capital markets had been a big competitor to PE. But, now, the capital market option has contracted sharply, stalling plans by many companies to raise funds. While it rose on Tuesday, the Sensex, the benchmark index of the Bombay Stock Exchange, has fallen about 27% since the beginning of 2008. In 2007, it had risen by 47%. […]

Baring PE buys 12 pct of Indian brokerage

Baring Private Equity has bought a 12 percent stake in Indian brokerage ShareKhan for 2.4 billion rupees ($59 million), the Economic Times said in an unsourced report on Wednesday. The deal involved a mix of a stake sale by ShareKhan's biggest shareholder, Citigroup Venture Capital (CVC), and fresh shares, the paper said, adding the deal valued the brokerage at 20 billion rupees. CVC India country head Ajay Relan confirmed ShareKhan had inducted new investors but declined to comment on valuations, the paper said. CVC owns 75 percent of the brokerage and lender Infrastructure Development Finance Co owns 10 percent. […]

Kotak plans $300-m PE investment

Kotak Private Equity Group and Kotak Realty Fund are together looking at investing $300 million in firms in India by the end of this financial year, reports Nishita Saxena in Hyderabad. “Our focus will be on infrastructure, domestic consumption & consumer spending plays besides global manufacturing opportunities. […]