Crypto Currencies – Whether Use Cases justify Valuation???
An evaluation of current and emerging crypto use cases, and why valuations remain driven largely by sentiment rather than sustainable utility.
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.
Pharma Sector: Good Buying Opportunity!
After a prolonged downturn driven by US generics pressure and regulatory challenges, the Indian pharma sector appears to be at an inflection point with improving fundamentals, currency tailwinds, and stabilizing US operations.