De-dollarisation – The great rotation!
As finance professionals, we often find ourselves at odds with economists. Brilliant thinkers who have spent their lives…
Look beyond short-term geopolitical crises
We are living at a time when Lenin’s famous words, “there are decades where nothing happens; and there…
A volatile start to 2026: Global tensions and domestic strength
The opening weeks of 2026 have brought a stark reminder of how quickly global uncertainties can overshadow domestic…
Investments pick up hesitatingly
Financial statements published by non-finance listed companies indicate an uptick in investments. As of 30 September 2025, the aggregated net…
Threats and opportunities in 2026
Stock market returns, globally, have been impressive in 2025. The return from MSCI World Index up to early…
India’s underperformance is a passing phase
A much-discussed topic in stock market circles now is India’s underperformance this year relative to other major markets.…
FMCG cos: Sales growth slows, margins rise
Growth in sales of fast-moving consumer goods (FMCG) companies slowed down in the quarter ended September 2025. Several…
India domestic economy at inflexion point, external tariffs an obstacle
Year till date, as on 15th October, the Indian equity market has delivered a modest 7.1 percent return…
Market messages from megatrends
Economic growth is not linear; it is cyclical. Similarly, stock market trends are also not linear, but cyclical.…
Early birds not representative
Early results from listed companies indicate that the slowdown in sales witnessed in recent times continues in the…