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…
Slowdown in global growth: Implications for investment
There are clear indications of global economic growth slowing down this year. The latest World Economic Outlook from…
Markets in Turbulence: Wait for this Storm to Pass
The collapse of three US banks – SVB, Silvergate and Signature Bank – and the crisis in the…
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.
Post budget expectations – cues from history
The merit of a budget is often weighed on the basis of how effectively the government achieves the…
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…
Indian Economy Resilient Amidst Global Slowdown
A near-term concern in the market now is the high valuation in India. With Nifty trading at around…
Investment strategy during inflationary cycle
The world is heading towards inflation. It is forecasted that high inflation will stay put for the next…
A strong Indian economy cannot lead to a decoupled stock market
The Indian economy is estimated to be the most resilient and strong market from 2020 to 2040. This…
Fast and furious equity market comes with caveats
We had forecasted that Indian market would perform better in the second half of 2022. The rally, which…
