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.
capex
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
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 –
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
