The enclosed 2.018 version focuses on global themes for 2019, India economic view, capex green-shoots, US-China trade dispute, India strategy and predictions for 2019. It also includes reports on transportation in India and insights for better decision making.
The enclosed 2.017 version focuses on investment outlook for 2019 and trends in Retails NBFCs. It also includes reports on India Strategy, impact of demonetisation, declining value of human capital and the overall global outlook for 2019.
The enclosed 2.016 version focuses on interesting themes for 2019 and notable recent developments in India. This includes take on crude softening, assembly elections and its implications, outrageous predictions and outlook for 2019, current account deficit and an interesting piece on biases in buy-side profession.