While markets continue to remain choppy ๐, letโs shift focus to what truly matters โ your portfolio companies.๐ฐ How aware are you of the businesses you own, and the decisions they are taking to navigate this increasingly volatile environment?
Presenting Aequitas Newsletter | June 2026 Edition
๐ฐ ๐๐ผ๐๐ฏ๐น๐ฒ ๐ง๐ฟ๐ผ๐๐ฏ๐น๐ฒ: ๐ฅ๐ฒ๐๐ฒ๐ป๐๐ฒ ๐ ๐ถ๐๐๐ฒ๐, ๐๐
๐ฝ๐ฒ๐ป๐๐ฒ ๐๐ถ๐๐
Download the full edition๐
cutt.ly/JuneTDBU
This month, we decode a system under pressure.
- From fiscal slippages and rising subsidy burdens to early signs of a demand slowdown, the macro is beginning to shift.
- Companies across sectors are signalling caution - passing on costs, delaying capex, and preparing for uncertainty.
- At the same time, flows are turning fragile, participation is becoming less predictable, and global developments continue to reshape the playing field.
๐๐ผ๐ ๐ฑ๐ผ ๐๐ผ๐ ๐ถ๐บ๐ฝ๐ฟ๐ผ๐๐ฒ ๐๐ผ๐๐ฟ ๐ผ๐ฑ๐ฑ๐ ๐ถ๐ป ๐๐ต๐ถ๐ ๐บ๐ฎ๐ฟ๐ธ๐ฒ๐? By eliminating noise and making informed decisions. ๐ก
Donโt delay any more.
#StayInformedStayAhead #AequitasInvestments #TopDownBottomUp #ThoughtLeader