dsp investment managers

“There is going to be a change in sentiment in the next six months and users of commodities are now becoming a theme. A lot of people are thinking about companies which will benefit from them. We have been focussing on that theme for the…

Over the past three decades, we have seen three mega trends and themes shaping up the capital markets and the world at large. It was the TMT theme in the 1990s, then we had BRICS in the 2000s and in the last decade, we had FAANG. What will…

The other day my wife and I discussed getting our house repainted. We soon realised how expensive paint had become!! The price increased as paint companies passed on the impact of high commodity prices used to make paints to consumers.…