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Correction in Indian equity market
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Investment Thesis
Executive Summary Manappuram is India’s second-largest gold loan company. They…
Ujjivan Financial Services Ltd
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Executive Summary Ujjivan Financial Services Ltd (UFSL) is a special…
Q1 Letter
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There's an adage on Wall Street: “The market takes the…
IDFC Ltd
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Summary IDFC is a special situation opportunity. IDFC is the…
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