In this note, we look at Welspun India, a company that forms part of the HOOD, (investible universe), or House of Ocean Dial. Welspun is India’s largest home textile company, exporting more than 94% of it’s products to more than 50 countries.
The Transformation of India’s Public Equity Markets Through Widespread Digital Adoption.
In this note, Tridib Pathak examines the challenges of being an equity investor, and how important it is to use established research processes to avoid hype whilst being alert for new ‘normals’ that can change business models.
India Budget – January 2022
In this note, we examine how the January budget indicates that India will continue on its rapid trajectory in becoming the world’s leading economy and look at the sectors which are likely to benefit.