The Writing Room

Writing Room

House of Ocean Dial Series – HOODstock: Welspun India

Gaurav Narain

This note continues Gaurav’s exploration of industry leaders within the India Capital Growth Fund portfolio, turning his attention to Welspun India, a textiles company with a market cap of US$1bn. With a strong market share in the US and new opportunities in the domestic market, this note examines Welspun’s exciting growth trajectory and how it is making a name for itself as an ESG pioneer in India.

June 2021

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House of Ocean Dial Series – HOODstock: Kajaria Ceramics

Gaurav Narain

Picture the multiple challenges that are faced when a family wants to tile their kitchen or bathroom in India. As a customer, the buying experience can be an infuriating challenge. Successfully navigating a sector where 55% of the market operates in the informal sector where tax evasion, price cutting, and poor customer service are the norm is no picnic.

March 2021

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Investing in pandemic times

Gaurav Narain

Managing a small and mid-cap portfolio over the last six months has been one of the most challenging periods in my 27 year career. Echoing Demonetisation1, on 24th March the Indian Government made an overnight announcement to lockdown the entire country for three weeks.

September 2020

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Writing Room

House of Ocean Dial Series – HOODstock: Welspun India

House of Ocean Dial Series – HOODstock: Kajaria Ceramics

Investing in pandemic times

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