Archive - The ABC thinking

ABC Equity Portfolio - Sep '24 update

Investing in transformational trends core to India's transition from a low income to a middle income economy

Oct 9, 2024 • Debashish Bose

August 2024

Why July 24 was a big Macro month?

Changes in Global macro and their potential implications

Aug 5, 2024 • Debashish Bose

ABC Equity Portfolio - July '24 update

Investing in transformational trends core to India's transition from a low income to a middle income economy

Aug 3, 2024 • Debashish Bose

July 2024

ABC Equity Portfolio - June '24 update

Investing in transformational trends core to India's transition from a low income to a middle income economy

Jul 6, 2024 • Debashish Bose

June 2024

ABC Equity Portfolio - May '24 update

Investing in transformational trends core to India's transition from a low income to a middle income economy

Jun 12, 2024 • Debashish Bose

Does this verdict derail India’s economic growth and reform process?

Mechanics of the low to middle income economic transition

Jun 8, 2024 • Debashish Bose

May 2024

ABC Equity Portfolio - Apr '24 update

Investing in transformational trends core to India's transition from a low income to a middle income economy

May 6, 2024 • Debashish Bose

April 2024

ABC Portfolio - Mar '24 update

Investing in transformational trends core to India's transition from a low income to a middle income economy

Apr 7, 2024 • Debashish Bose

March 2024

ABC Portfolio - Feb '24 update

Investing in transformational trends core to India's transition from a low income to a middle income economy

Mar 3, 2024 • Debashish Bose

February 2024

Is a Yuan devaluation around the corner?

And what that implies for us in India?

Feb 14, 2024 • Debashish Bose

ABC Portfolio - Jan '24 update

Investing in trends core to India's transition from a low income to a middle income economy

Feb 3, 2024 • Debashish Bose

ABC Equity Portfolio completes 3 years

Investing in trends core to India's transition from a low income to a middle income economy

Feb 2, 2024 • Debashish Bose

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