The Writing Room

Writing Room

Investors’ Chronicle – Shares I Love: Welspun India

Leonora Walters

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.

January 2022

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HOUSE OF OCEAN DIAL SERIES – HOODfolio

2022 will sort the darlings from the dogs

In this note, Ocean Dial investment team examine strong market performance in India, and how the pandemic accelerated irreversible change. We also examine what the ongoing shift in foreign policy means for India’s dependency on Chinese imports.

January 2022

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HOUSE OF OCEAN DIAL SERIES – HOODfolio

Tridib Pathak

2022 Outlook and Portfolio Strategy

In this note, Tridib Pathak shows how quickly 12 months can pass in investing with India’s ‘mainstreaming of digitalisation’ the “ start up” economy coming of age. Tridib also explains what we can look forward to in 2022 in terms of resilience of the Indian economy and how the economy is well placed to navigate ‘Quantitative Tightening’ (QT).

January 2022

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Writing Room

Investors’ Chronicle – Shares I Love: Welspun India

HOUSE OF OCEAN DIAL SERIES – HOODfolio

HOUSE OF OCEAN DIAL SERIES – HOODfolio

The Listening Room

Terms & Conditions

Information on the Website

Risk factors

No investment advice

Accuracy and reliability of the information

Exclusion of liability

Copyright

Operation of the Website

Third party websites

Privacy Policy

Governing law

Acceptance of terms and conditions of use