Ritesh Jain, spoke about the following in this session: 1) Background: the liquidity way of investing, Tracking the global liquidity flow across past decades, how liquidity impacts economies, markets returns based on liquidity, 2) Present scenario: Liquidity is tightening, Global inflation – is it structural or cyclical, Established global trends reversing? etc. 3) Outlook, conclusion and discussion on the fund

By Ritesh Jain 16 Nov 2023