Viksit Bharat @100
Prime Minister Narendra Modi has been espousing his dream of Viksit Bharat by 2047 in many of his…
Derivatives – SEBI fires the first salvo
It could be argued that the rise in derivatives volumes is not surprising, given the explosive interest in…
Profits struggle at the peak
Net profit after tax (PAT) of listed companies in the quarter ended June 2024 is of the order…
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…
The big picture of Indian stock market
As India sets its sights on achieving the status of a developed nation, “Viksit Bharat,” by 2047, one…
Non-finance companies face headwinds
Non-finance companies have had a tough time in the quarter ended June 2024. They have found it difficult…
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…
Global economic scenario turning favorable for equities?
Economy and stock market move in cycles. Growth is never linear; it is always cyclical. The duration of…
Separate the wheat from the chaff
We are in a bull market, globally and in India. The mother market US is leading from the…
India’s underperformance: Threat or opportunity?
Even in a global bull market, like the present one, there will be significant underperformances and outperformances by…
