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Newsletter Archives

August 2023: A look at the June 2023 corporate results

July 2023: Will the US economy have a soft landing?

June 2023: Nifty at an All Time High

May 2023: Growth has slowed over the last 4 years

April 2023: Competitive edge is at the heart of company selection

March 2023: As banks fail around the world, Indian banks seem safe

February 2023: Poor corporate governance can invalidate an investment hypothesis

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

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