The Writing Room

We aim to keep our investors up to date with regular written pieces that discuss our portfolios and our views on the opportunity-set whilst using the exercise to clarify our thoughts.

Writing Room

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.

February 2022

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

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