Our Investment themes

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...From Data to Decisions

Our investment themes

Our research framework revolves around three investment themes that we are convinced will be drivers of the Indian economy.

Domestic Consumption

Infrastructure

Oursourcing

Education
Tourism
Real Estate
Retail
Telecom/Media/Entertainment
Healthcare
BFSI
Food Processing/ FMCG

Power
Roads
Ports
Logistics
Airlines & Aviation

Software Services
BPO
Knowledge

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