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Quarterly Updates

Our quarterly updates are an interesting read as they bring to you our insight into the changing macro-economic and policy landscape and its likely impact on corporate growth and earnings.

Quarterly Update – Q3 19-20 - ESG Investing

Quarterly Update – Q2 19-20 - Impact of Climate Change

Quarterly Update – Q1 19-20 - Outlook of Rural & Agri, Water & Power

Quarterly Update – Q4 18-19 - Domestic Reforms- A Perspective

Quarterly Update – Q3 18-19 - Our Investment Process: A Report Card

Quarterly Update – Q2 18-19 - Plastics: Future Uncertain

Quarterly Update – Q1 18-19 - Indian Equity Market- The Perfect Storm

Quarterly Update – Q4 17-18 - India Musings- Socio, economic, political

Quarterly Update – Q3 17-18 - Agritech & its Impact on Indian Economy

Quarterly Update – Q2 17-18 - Jan Aushudhi

Quarterly Update – Q1 17-18 - Universal Basic Income

Quarterly Update – Q4 16-17 - Indian IT and Pharma in Trump Raj

Quarterly Update – Q3 16-17 - De-mon & GST- 360 degree view

Quarterly Update – Q2 16-17 - Impact of Fintech on Banking

Quarterly Update – Q1 16-17 - Electric Mobility & Androidisation of Auto Sector

Quarterly Update – Q4 15-16 - Solar Power Dynamics in India

Quarterly Update – Q3 15-16 - Disruptive Power of Network Platforms

Quarterly Update – Q2 15-16 - China : Going the Japan way…?

Quarterly Update – Q1 15-16 - Risk- As we understand it @NRC

Quarterly Update – Q4 14-15 - Global Fragility

Quarterly Update – Q3 14-15 - GST- a potential game-changer

Quarterly Update – Q2 14-15 - Indian Equities : too much, too soon?

Quarterly Update – Q1 14-15 - Thumping Victory for Modi- the journey has just begun…

Annual Update – 13-14 - Cusp of a New Cycle for Equities?