September 2022
Upbeat domestic markets in August Indian equities have traded in a narrow upward channel since the start of August, without a clear catalyst for bulls or bears. Small caps joined
Atreyi Wealth
August 2022
Earnings and FIIs drive markets in July Banking and FMCG stocks gained the most in July, while IT stocks started to show some strength despite reporting weak margins for 1Q.
The India Capex Story v2.0
A new secular growth begins In our note Union Budget 2022 – What did it deliver?, we said that this was a transformative budget for India, harking back to the
July 2022
Markets take a toss in June, globally Indian equities faced the brunt of the selloff in emerging markets as all indices except Auto ended the month in the red. FMCG
June 2022
Summary Markets As of 17th Jun, Nifty 50 is now down 13.2% YTD, while it is fallen 17.8% from its 52-week highs. Nifty MidCap and Nifty SmallCap fared worse –
May 2022
Markets swoon in April, again Equity markets tumbled across US and Europe in April, due to multiple reasons. First, inflation numbers continued to increase globally – this has a direct
April 2022
Equity Markets Recover in March While global tensions remain exacerbated, equity markets seem to be pricing in the current situation of the Russia-Ukraine war. Unless Russia escalates the situation by
Budget 2022 – What did it deliver
Key Theme – Capex to drive India growth The government has made a big play on using capex to accelerate growth and employment in India. There are multiple threads to
