While analyzing the Indian economy, we look at global and local macro-economic factors including central banks’ actions, interest rate cycles, bond yields, forex reserves position, GDP / Inflation / PMI trends, investor flows, currency movements, crude oil fluctuations and political developments.
From an individual stock perspective, we have a host of parameters that go into stock selection, including corporate governance, quality of management, profit margins, return ratios and debt levels. Our research approach consists of detailed financial modelling, regular management interactions and channel checks to validate our thesis.
Good companies don’t necessarily mean good stocks. Our focus remains on opportunities which offer “Growth at a Reasonable Price”.

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