Newsletter Archives
Newsletter Archives
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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