US Tech Sector – Outlook
An assessment of the US technology sector amid rising interest rates, highlighting valuation pressures on innovation stocks and relative strength in semiconductors and biotechnology.
Why Full-Stack Platforms and Indian IT Services Firms Are Both Positioned to Win the Agentic AI Wave
Agentic AI is entering hyper-growth, creating a dual opportunity where full-stack platforms like Palantir dominate the data/model foundation while Indian IT services firms lead workflow automation and deployment.
Why India’s Growth Story Remains Intact?
A comparative analysis of the 1998 US sanctions and the 2025 US tariffs, highlighting India’s structural resilience and long-term growth trajectory.
Semiconductors: High Conviction Buy at Current Levels
A pullback in semiconductor valuations presents a long-term buying opportunity as global compute demand enters a multi-year supercycle.
Us Tech Investments – A Must Have in Your Portfolio
US technology remains a strategic long-term allocation, supported by AI-driven innovation, strong historical outperformance, and attractive accumulation opportunities following the recent correction.
Our take on the Market
A comparative evaluation of stretched Indian equity valuations versus the recent correction in US Tech, assessing whether investors should rebalance allocations as a risk mitigation measure.
Pharma & Healthcare Sector – Time to Overweight!
A sector-level assessment outlining why Pharma & Healthcare in India offers an attractive overweight opportunity after two years of consolidation and multiple derating.
US Tech Sector – Outlook
A forward-looking assessment of the US tech sector driven by inflation trends, Fed policy, earnings guidance from mega-tech companies, and valuation resets across software and semiconductor segments.
Pharma Sector : Attractive Medium to Long Term Opportunity!
An assessment of medium-to-long-term opportunities across the Pharma sector, with a broader strategic view on IT, FMCG, Auto, and PSU sectors amid evolving valuation and growth dynamics.
Our Recent Calls & Overweights
A review of WealthSpring’s recent sector overweight calls amid the second COVID wave and their strong performance across banking, pharma, PSU, and gold.