Pharma Sector : Attractive Medium to Long Term Opportunity!
An assessment of medium-to-long-term opportunities across the Pharma sector, with a broader strategic view on IT, FMCG, Auto, and PSU sectors amid evolving valuation and growth dynamics.
Our Recent Calls & Overweights
A review of WealthSpring’s recent sector overweight calls amid the second COVID wave and their strong performance across banking, pharma, PSU, and gold.
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.
Our Sector wise Take
A sector-wise investment perspective during COVID-19, highlighting selective opportunities in banking, IT, pharma, and PSUs amid heightened volatility and valuation dislocations.
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.