top of page

Annual Communiqué

As this year finally come to an end, we are excited to see what the new year has in store for the capital markets and the Indian Growth Story. First of all we are very excited to unveil our new logo for the "Craving Alpha" blog as most of you must've noticed. Make sure you read our entire letter here. In our letter we have covered precisely how we function as an equity advisory. The sectors we shy away from and why. The stocks we currently continue to hold and have added or sold in this year gone by.

We are fairly certain that the Indian Growth Story continues to be intact. Having said that, our portfolio is sure to be directly involved with the growth and even grow faster than the economy's pace (if our calculations work out the way we see it).

Having covered sectors like Paper, Cement, Auto & Auto Ancillary and more.

From the entire team of wishing you and your family a very Merry Christmas and a happy New Year.


bottom of page