Category: Uncategorized

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The Strategic Edge The Advantage of Being “Early Cycle”

While others chase momentum, the focus remains on identifying "early cycle" prospects. Independent, contrarian thinking enables the identification of companies with high growth potential and reasonable valuations before the market catches on.
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The Sustainability Shift ESG: An Indian Perspective

The firm believes true value lies in sustainable and scalable growth. The firm's investment process strictly filters the listed universe for ESG acceptability, ensuring capital is allocated to companies built to last, not just built to sell.
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The Macro Opportunity The $2,000 Inflection Point: India’s Consumption Story

India is currently on the threshold of the "hockey stick" consumption growth curve. As the world's 3rd largest economy by Purchasing Power Parity, the potential for domestic-driven growth is exponential.