• ICICI Bank Investment Thesis

Originally posted on December 10th, 2019..

Saurav Sen | April 2021

• Passage to India

From our resident India expert

Manab Sen | June 2020

• Invest in Progress

A Portfolio of 21st Century Growth Themes...

Saurav Sen | February 2020

• Investing in Cashlessness Part 2

What the numbers say.

Saurav Sen | December 2019

• Investing in Cashless-ness

Part 1: Payment ecosystem disruption...

Saurav Sen | December 2019

• India in Transition

Will the wounded tiger roar again?

Manab Sen | December 2019

• HDFC Bank Update

Lone star in the Indian Banking industry?..

Saurav Sen | October 2019

• Investing in Modi's India

After the 2019 landslide election.

Manab Sen | July 2019

• Healthcare in India

Investing in a massive, systemic overhaul...

Manab Sen | April 2019

• Investing in India: Thesis Intact

A bumpy road. But the elephant marches on...

Manab Sen | December 2018

• Investing in Urbanization in India

by Manab Sen

Manab Sen | September 2018

• Investing in Urbanization: Priority List

Time to dig in.

Saurav Sen | August 2018

• Investing in Urbanization

The largest mass migration of all time?..

Saurav Sen | August 2018

• Investing in Media and Entertainment

Drama, Hysteria, Chaos and Mania.

Saurav Sen | July 2018

• Investing in India: Priority List

A short numerical screener.

Saurav Sen | July 2018

• Investing in India: Can we bank on it?

by Manab Sen

Manab Sen | June 2018

• Investing in India: The Consumer Story

How to think about investing in 1/6th of humanity...

Manab Sen | June 2018