COVID 19 – What are the imperatives and implications for Financial Markets
An early assessment of the COVID-19 outbreak, its policy responses, and the near-term implications for economic activity and equity markets, with a focus on market strategy during heightened uncertainty.
Asset Allocation & Periodic Rebalancing
A disciplined approach to asset allocation and periodic rebalancing can enhance portfolio returns while containing risk across market cycles.
Asset Class Outlook – Equity
Equities are expected to deliver ~15% CAGR over the coming years, supported by India’s catch-up growth phase and favourable policy environment.