Newsletter Archives 2017
Newsletter Archives 2017
December 2016: Regression to the mean to lead to long term earnings growth
November 2016: Demonetisation – short term pain, long term gain
October 2016: A disciplined capital allocation policy wins in the long term
September 2016: Oracle Financial – Leader in an under-penetrated market
August 2016: Glass half full?
July 2016: IT Services – Market perception and reality?
June 2016: Volatility is the friend of an intelligent investor
May 2016: Early signs of a pickup in the economy?
April 2016: Systematic withdrawal plan for retirement planning
March 2016: Earnings set to accelerate on account of mean reversion
February 2016: India unleashes second generation of reforms
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