Market Overview & Sector-wise take!
Equity markets corrected ~11% from recent peaks, creating selective value across banking, pharma, IT, and PSU sectors. Medium- to long-term outlook remains constructive amid improving macro fundamentals.
AI is a Decadal Opportunity – Identifying opportunities across the value chain
A comprehensive framework for identifying long-term investment opportunities across the AI value chain—from semiconductors to applications and security. The article outlines how AI represents a multi-year technological super-cycle reshaping global industries.
Pharma & Healthcare Sector – Time to Overweight!
A sector-level assessment outlining why Pharma & Healthcare in India offers an attractive overweight opportunity after two years of consolidation and multiple derating.
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 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.
Pharma & Healthcare Sector to Outperform
Pharma and healthcare are positioned to outperform, supported by rising healthcare infrastructure spending, improving pharma valuations, and structural tailwinds across domestic formulations, APIs, and US generics.
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.
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.