investing in small cap
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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 growth
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Megatrends in the Indian economy

The IMF’s latest World Economic Outlook shows India as the fastest growing large economy in the world in 2021 and 2022 with growth rates of 8.5 percent (assisted by the base effect) and 6.8 percent for 2021 and 2022 respectively.
Volatility in stock market
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When Volatility Smiles on You

Volatility means different things to different investors. A long-term investor sees high volatility as a signal to keep away from further investments due to lack of directional clarity.
Adani crisis
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Implications of the Adani Meltdown

The Adani group faces challenges in the stratospheric valuations of its listed companies and allegations of the means by which they reached such levels. This has hurt the group’s credibility to raise funds through issuance of equity capital. Adani’s difficulties in raising capital could delay the long-awaited revival of the private investments cycle.