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Newsletter Archives

January 2023: Momentum Investing vs Value Investing

December 2022: 2022 – a year of outperformance by Indian markets

November 2022: Tracking recent Indian IPOs

October 2022: AMCs – Growth at a reasonable price

September 2022: Dollar surges as the US Fed raises interest rates

August 2022: Corporate profit growth slows in the June 2022 quarter

July 2022: Valuations at point of entry determine subsequent returns

June 2022: Commodities cool off

May 2022: Inflation – a headwind for corporate profits and markets

April 2022: HDFC Bank and HDFC Limited Merger

March 2022: CRB Commodity Index at a multi decade high

February 2022: Two tiered market

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