This includes India and Global market performance, market and sector valuations, insights from investment team and lots more.
What's inside?
India and Global Market Performance
Market and Sector valuations
Earnings Growth and Flows
Charts to watch
Fund Insights
Why we own, what we own - Insights on Specialty Chemical theme
Insights from investment team
Long Only Fund's positioning
Stock Entry and exits during the month
Active stock exposures and rationales
Our Investment Process and Philosophy
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