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.
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.
Markets – What should we do!
A tactical market view amid the COVID-19 sell-off, highlighting valuation comfort in Indian equities, global risks from the pandemic, and a disciplined accumulation strategy.
Public sector enterprise (PSE/PSU companies) offer a compelling pocket of opportunity for investment
Public sector enterprises (PSEs) are trading at deep valuation discounts despite strong balance sheets, healthy dividend yields, and potential re-rating triggers from strategic divestments.
What is our take on the Economy and the Financial Markets?
A strategic assessment of India’s economic slowdown, global risks, and evolving asset allocation opportunities across equity and fixed income markets.
Time to Increase Equity Allocation
Amid heightened pessimism, economic slowdown, and weak market sentiment, improving macros, easing interest rates, and attractive valuations point to a compelling opportunity to increase equity allocation.
Opportunities in Road Sector (India)
India’s road sector is undergoing a structural turnaround driven by policy reforms, improved execution models, and renewed private capital interest, offering attractive long-term investment opportunities across assets and listed equities.
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.
Pharma Sector sell off is a buying opportunity last week
Recent earnings disappointments and regulatory concerns have led to a sharp sell-off in Indian pharma stocks, creating an attractive opportunity to build sector exposure amid stabilising US generics dynamics and long-term growth drivers.