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.
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.
Union Budget 2021 – How to maneuver Equity Markets
An assessment of Union Budget 2021, highlighting pro-growth measures, equity market strategy, infrastructure push, and key risks across equity and fixed income markets.
Where are the Indian Equity Markets headed?
An assessment of Indian equity markets amid liquidity-driven rallies, elevated valuations, economic recovery risks, and evolving monetary policy dynamics.
Market Insight
Despite sharp corrections in mid- and small-cap equities, India’s medium- to long-term growth outlook remains intact, creating a selective opportunity to rebalance portfolios toward equities while maintaining meaningful fixed-income exposure.
Navigating The Choppy Equity Markets
An assessment of Indian equity markets amid COVID-19 uncertainty, outlining market ranges, recovery expectations, asset allocation strategy, and key macro variables influencing outcomes.
WealthSpring’s GDP Forecast – People will soon come to grips with reality
WealthSpring outlines its early and contrarian view on India’s GDP contraction in FY21, highlighting how equity markets had already begun discounting a sharp economic slowdown well ahead of consensus expectations.
Paradox posed by US Financial Markets
Despite a once-in-a-century pandemic severely impairing real economic activity, US equity markets have rebounded sharply—raising fundamental questions about market assumptions, policy effectiveness, and expectations of a medical breakthrough.
WealthSpring – How has it weathered the current Storm?
An update on how WealthSpring portfolios navigated the unprecedented market volatility during the COVID-19 pandemic, highlighting performance resilience, strategic positioning, and disciplined investment decisions.