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Trump is an agent of chaos! There is a real possibility this round of #TradeWar will narrow down to China primarily. As more blocks look to negotiate with US (Japan, Europe), Trump will declare victory and most likely delay implementation of tariffs pending negotiations

Trump and his Band of Operators right now! #TradeWar

The momentum continues! o3 Capital successfully executes another deal in Healthcare and Life Sciences space. DentCare is a pioneer in the Dental Prosthetic segment and the largest such company in India. Congratulations to the deal team!

Long one but very relevant and the logic I truly believe in which is being RATIONAL An Investor bought Tata Motors at ₹300. It touched ₹1170. He held on. Now it’s at ₹630. He is now unsure whether to hold, sell, or buy more. No, this thread isn’t about Tata Motors.

We’re thrilled to welcome the new batch of Associates to our team! Each of them joins us from India’s premier B-Schools, bringing valuable experience and more importantly, infectious energy and fresh perspectives. Welcome aboard!

Banks are the largest driver of India's $4.4 trillion economy. Banking and Financial Services are the largest component of our stock markets. This note by o3 Capital is a must read for everyone interested in understanding the banking sector. Read here: shorturl.at/LBw6s

Still buzzing from an incredible experience in Hyderabad! Our first Annual Get-together in the city was nothing short of amazing. The energy, the ideas, the people — everything exceeded expectations. Looking forward to many more such milestones in this vibrant ecosystem.

#o3LifeSciencesNewsletter June 2025 💡Cover Story: Proposed MFN Drug Prices in USA 🤝 Recent Deal Activity in Life Sciences Read more: shorturl.at/3VQzk #LifeSciences #o3Capital #MFN #DrugPrices #DealMaking

#o3TechNewsletter July 2025 💡Cover Story: Private Cloud 🤝Deal of the Month: Altimetrik acquires SLK Software Read more: shorturl.at/opTgL #IT #India #PrivateCloud #Cloud #Technology #M&A

Want to learn about Contract Research Organizations (CROs) and why Indian companies trade at a discount to their global peers? Read this Newsletter from the Lifesciences team o3 Capital to know more about the space and efforts by Indian companies to narrow the valuation gap

What is the next big opportunity in the Banking and Financial sector? It is Enterprise Fintech - the digital backbone of modern finance. These companies offer scalable platforms across banking, payments infra, digital lending, fraud detection and more. Get more details here👇

2025 - 2028

Medical Devices Market is Booming! It is one of the fastest growing sectors in healthcare Valued at $11 Billion and is growing in double-digits annually Read this report from o3 Capital to know more about the opportunity in #MedTech Full report here: shorturl.at/BQsTm

Looking for opportunities in AI Universe? Focus on AI Engineering Services - the backbone of scalable AI Valued at $12 Billion and growing at 24% CAGR, this space helps organisations implement AI systems Read More in o3 Capital August Tech Newsletter shorturl.at/3kxzm

Happy Independence Day to all

WFH Companion

o3's Managing Partner Shiraz Bugwadia spoke at ETHealthWorld Leaders Summit on why Tier-2/3 cities are the next frontier for healthcare. Rising demand & under-served markets are driving growth. o3 Capital continues to advise leading players on strategic deals in this space.

A $3 Trillion Opportunity! Semiconductor market is growing at 8% annually, with demand rising across sectors The best part India is set to become the 3rd largest contributor to semiconductor ER&D outsourcing by 2030 The space is heating up! Read more: shorturl.at/CwoCV

When is the right time for a Hospital IPO? What is that one important factor that ensures a successful listing? o3 Capital has analysed data to come up with the answers. Read here: shorturl.at/7icJB For more such insights, visit: o3capital.com/insights

Happy Diwali to all!