Writing Room
HOUSE OF OCEAN DIAL SERIES – HOODnote: Whilst your back was turned
As a single country investment destination, India has “come of age”
Ocean Dial’s most recent update highlights SIX key takeaways for investors to consider and TEN reasons why India is a superior quality investment opportunity than ever before.
HOUSE OF OCEAN DIAL SERIES – HOODstock: WELSPUN INDIA
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.
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.