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So... We Got It Wrong
Jun 10, 2024

So... We Got It Wrong

Modi election upset, and how India has massive outflows and inflows at the same time.

$20,000,000,000 In One Day
Jun 03, 2024

$20,000,000,000 In One Day

And, Modi's BJP Finishes Strong, Rallying Equities, Bonds, and Rupee

India's Top Grads Can't Find Jobs
May 28, 2024

India's Top Grads Can't Find Jobs

And, India's "Fear Index" is Rising, Adani Looks to Raise Billions

An India Focused PE Fund Does The Impossible
May 20, 2024

An India Focused PE Fund Does The Impossible

And Indian equities face outflows, while RBI struggles to address banking sector liquidity

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India unveiled. Game on.

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India unveiled. Game on.

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