US Markets vs. Emerging Markets and Indian Markets – Longer than Long Term Cycles
Note: All returns numbers mentioned are in US$ terms. The trend of US equities outperforming Emerging Market …...
The Biased History that Drives Excess Allocations to Equities
The Biased History that Drives Excess Allocations to Equities This article first appeared on Advisor Perspectives. “I …...
ECIP June 2020
Read our quarterly letter from our investment team on the Emerging Corporates India Portfolio
MSSP June 2020
Read our quarterly letter from our investment team on the Moats & Special Situations Portfolio
Questionable Capital Allocation, Questionable Impairment!
In the last few months, the term ‘unprecedented’ was at the centre of every business conversation. Companies’ …...
India’s Forex Equation
In the past… India traditionally has been net-importer of goods and services. It has been balancing its …...
Investing Myths – India Edition: Stock Market Returns
This article first appeared on Valuewalk. “I’m a confidence man. I give people confidence, they give me their …...
Is This a Time to Look at PSU Stocks?
Although PSUs have been wealth destroyers, does it make sense to look at them in the current …...
COVID-19, Expected Returns, and Business Quality
This article first appeared on Advisor Perspectives. Hecato says, “cease to hope and you will cease to fear:”’… …...