Good = improvement of financial metrics with efficient capital allocation
Clean = best in class corporate governance and financial statements
Ambit Good & Clean Midcap Portfolio is built on this philosophy.
Join our LIVE webinar to understand how this strategy aims to identify market leaders in niche categories to create wealth over the long term.
Date: Monday, 28th November, 2022
Time: 5:00 PM IST
It is often said that history doesn’t repeat itself but it often rhymes. The term ‘Groundhog Day’ refers to a situation in which a series of unwanted events appear to be recurring in a similar way.
The world though extremely complex can be simplified to an extent via observing and learning from similar past historical events. The inability to predict the probability of key historical events has been a fallacy for humans (let alone investors) for ages, be it predicting natural disasters, outburst of diseases or recessions. While predicting such events is difficult, understanding the outcomes and reaction to the same serves as an important guide.
This edition of our Investor Compass focuses on the recent RBI decision to withdraw Rs.2,000 notes from circulation. We take a look at the likely consequences from this action while drawing parallels from the 2016 de-monetization event and most importantly how it might affect our portfolio companies.