Is the Equity Market rally sustainable!
An assessment of the sharp equity market rebound amid the COVID-19 pandemic, analysing drivers behind US market strength and implications for Indian equities.
Interesting Times to Build Your Fixed Income Portfolio!
With slowing global and domestic growth and rising equity market uncertainty, fixed income emerges as an attractive asset class offering stable, tax-efficient post-tax returns.
Indian IT Services Sector – How to negotiate the market
Indian IT services are entering a multi-year growth cycle driven by cloud adoption, digital transformation, and global offshoring tailwinds, despite near-term margin pressures.
Impact of 50% US Tariff on Indian Exports and Economy
A comprehensive analysis of the economic and market impact of the US’s 50% tariff on $60 billion of Indian exports, and how policy responses may shape India’s medium-term resilience.
Gold Our Views
After a meaningful correction from its 2020 peak, gold offers an attractive entry point, supported by inflation risks, accommodative monetary policy, and long-term structural demand.
Financial Markets – Vindicated by our recent calls
A reflection on recent equity allocation calls amid COVID-19, highlighting relative resilience in India, sectoral outperformance in Pharma and Banking, and near-term global risks led by the US.
Financial Markets – Sectorwise Take!
A sector-wise assessment of Indian equities amid COVID-19 uncertainty, outlining portfolio actions, risk considerations, and tactical opportunities across key sectors.
Markets – What should we do!
Markets remain volatile amid escalating COVID-19 concerns, but attractive valuations and global policy responses offer long-term investment opportunities despite near-term risks.
Equity Market View
Equity markets globally may be nearing a cyclical peak, with rising bond yields and inflationary pressures likely to trigger a moderate correction over the next 6–9 months.
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.