Wisely Adjust Your Portfolio in a Costly Market
The global rally, recovering from the aftermath of the yen ‘carry trade’ issue, is strengthening due to the…
A Budget for growth and fiscal prudence
The exigencies of coalition politics were evident in the Union Budget 2024. However, it goes to the credit…
Midyear outlook: Upgrading our market target for CY24
We continue to have a positive view of the domestic market. At the start of the year, we…
Large caps: The investment theme for today’s volatile market
The significance of large-cap stocks is invaluable. They enhance both the strength and depth of a portfolio. Their…
FY25 equities outlook: The bigger the scale, the better the viewpoint
The Indian stock market excelled in FY24. But for FY25, replicating the same level of performance may not…
Mid and small caps under pressure from premium valuations
Presently, the principal concern in the domestic stock market is about the correction in mid and small caps.…
On the verge of Indian stock market’s golden era
Unstoppable is the strength of the Indian stock market. Despite high valuations, selling by FIIs, a slowdown in…
Cautious optimism should guide investors
After setting new records for Nifty and Sensex in early 2024, the market has turned highly volatile. More…
CY24: Optimistic Outlook.
Focus on multi-asset allocation strategy We have a positive view of the CY24 domestic market, forecasting a 10…
Softening US bond yield is a bullish signal. State election results are significant
This is the age of polycrises and heightened uncertainty. Two wars are raging in the world, and nobody…
