Are Mid and Small caps frothy? It’s an overclaim
As forecasted, it seems that the market is entering a phase of short-term correction. We anticipate this to…
Economic ripples and short-term market correction
Since mid-July, the stock market has undergone consolidation, accompanied by a minor 3 to 4 percent correction over…
Mid-year outlook: It’s optimistic, not euphoric!
At the beginning of the year, our view of the Indian market was balanced with a neutral rating,…
Stay invested. Downside risk is manageable
The market is trading at the threshold of a new high. Conflicting economic situation led by global slowdown…
The hunt for mid and small caps: A new frontier for investors
The stock market performed well in April and May, a good start for FY24, as anticipated. The broad…
Shifting Tides: A promising outlook for FY24
The Indian stock market has been consolidating for a long time. The downward trend began in October 2021,…
Heatwave and El Nino: Exposure of Indian Economy
India had a good monsoon in the last four years. Currently, India is experiencing a heatwave. The summer…
Small Caps in a Tactical Position for Long-term Investment
India will underperform in the medium term due to Foreign Institutional Investors (FIIs) selling and premium valuations compared to its emerging market (EM) peers. However, we feel that it is a good time to consider stock ideas in the small caps category with value buying as the theme.
India under a cyclical slowdown, a cheerful budget is the leverage
The trend of the domestic market in the last two months has been hectic. It began in December…
Outlook for 2023 is on a balanced score
When we started the year 2022, we had a constructive view on the equity market and moderate expectations…
