Dealflow IQ

India Manufacturing Is the Hottest Theme for Investors And Yet the Capital Is Splitting Three Ways

Nearly $2 billion has been pledged to deep-tech and strategic manufacturing alone, yet the sector is still stuck at 16% of GDP.

Jul 2 • Deshna Jain and DealflowIQ

June 2026

Where Do India's IPO-bound Founders Come From?

Based on review of DRHPs filed with SEBI between 2021-2026, covering 480 IPO-bound companies

Jun 21 • DealflowIQ and Dhanvi Oza

4

Why One Fund Manager Moved All His PMS Clients Into AIF Category III

An informative 1:1 chat

Jun 13 • DealflowIQ

7

May 2026

The Bond of Power and the Power of Bonds

Yield Curve Politics: The (not so) silent kingmaker of 10 Downing Street

May 11 • Dhruv Vasani and DealflowIQ

3

March 2026

Gold vs Oil: The Commodity War Beneath the Geopolitical War

Oil reflects disruption. Gold reflects distrust. The race between them may reveal the next macro regime.

Mar 12 • Deshna Jain and DealflowIQ

4

February 2026

GCCs Are Here to Stay

A data story

Feb 3 • DealflowIQ

6

January 2026

Is 2026 Set to Be the Biggest Churn Year Yet for Wealth Leadership?

Wealth Managers Are Becoming the Most Valuable Distribution Channel

Jan 27 • DealflowIQ

5

The Pulse of UK Wealth Management Sector

Trends, Deals, and Drivers Shaping UK Wealth

Jan 20 • Dhruv Vasani and DealflowIQ

4

India’s Retail Equity Boom Needs a Product Innovation and SEBI’s Messaging Signals It

India’s equity markets are firing on infrastructure but sputtering on product depth.

Jan 16 • Deshna Jain

4

Did you miss the silver rally?

Quick notes before you play catch up

Jan 6 • DealflowIQ

6

1

December 2025

Deal Analysis: The Sudarshan Story

How an Indian mid-cap family business audaciously set sail to 'Win the West'

Dec 18, 2025 • DealflowIQ and Dhruv Vasani

4

Company Spotlight: Hexagon Nutrition

A Quiet Compounding Business Is About To Meet A Valuation Test

Dec 16, 2025 • DealflowIQ

4