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Newsletters
Global Pivot and Slowing Growth
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The Infamous “R” word: A US Recession looks unlikely
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We don't know What we dont know
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The Silver Liningarticles
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Is Cricket Overhyped in India
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Sowing the Seeds of India's Manufacturing Revival
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End of Prolonged Earning Recession
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Managing India's 3-Dimensional transition for Escape Velocity
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Indian Economy at Inflection Point
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Articles
ET - Hold on and Stay Calm
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ET - Missing Forest for Trees
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The Hindu - Why 2018 is not like 2013 for India 29th Oct 2018
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The Hindu - The road ahead for equity in 2019
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ET - Mortality Risk in Small-cap Investing
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ET - The case for PE derating for Indian Markets 16072019
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ET - Expansion of Valuations May 2017
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ET - Lee Kuan Yew
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