About
Team
Investment Criteria
Guiding Principles
ESG Approach
Platform Companies
perspectives
News
Contact
About
Team
Investment Criteria
Guiding Principles
ESG Approach
Platform Companies
perspectives
News
Contact
Macroeconomic Outlook
A tale of two ideologies: Surfers versus Sailors
November 2023
An orchestrated equilibrium
August 2023
Should I stay or should I go?
May 2023
Playing the long game
February 2023
Winner’s curse?
November 2022
India's renewed story
August 2022
A natural partnership
May 2022
India’s paradoxical growth story
February 2022
India: The next export powerhouse?
November 2021
The whole is not a sum of equal parts
August 2021
Inflation devalues us all
May 2021
India: A story of digital disruption
January 2021
The elephant in the room
November 2020
A lesson from history
August 2020