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…
India, the silver lining in the cloud
As of today, India may be underperforming; MSCI India is up by 10% compared to 16% by MSCI…
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…
Market corrections will offer buying opportunities
After a smart rally from the March lows, the market is now facing some near-term headwinds. There are…
Sensex@67,000: Can the rally sustain?
A psychological bias in investing is the recency bias. Recent events influence investor behaviour more than past events.…
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…
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.
