Asset Class Outlook – Property
An assessment of India’s real estate cycle, highlighting the structural drivers behind the earlier boom and the factors contributing to recent price corrections.
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.
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.
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.