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.
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.
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.