Writing Room
HOUSE OF OCEAN DIAL SERIES – HOODnote: DIGITAL ADOPTION
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.
HOUSE OF OCEAN DIAL SERIES – HOODnote: INDIA BUDGET
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.
Investors’ Chronicle – Shares I Love: Welspun India
In Investors’ Chronicle, David Cornell, manager of India Capital Growth Fund (IGC), explains why he invests in Welspun India , the largest home textile company in that country.