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
Markets
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.
Adapt and Innovate
Heraclitus, an ancient Greek philosopher, said the famous words – “The only constant in life is change”. If he would have seen the pace of change in the 21st century, he
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
Brands, Internet, Technology and Science
Change is the only constant – not just a cliché but a critical factor, especially in investing. While the Dow Jones index in the US or Nifty in India has
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
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
