There are three things that stand out with respect to the recent performance of the Indian markets. The broader index has performed in line with

Global volatility is likely to continue. At the beginning of the year rising interest rates and the coming recession were the biggest worry weighing down

In our last quarterly, we shared our thoughts on the equity market performance for 2022 and our assessment of the equity markets for the future.

The beginning of a new year is a good time to look back as to what transpired during the year gone by and re-look at

Global markets have turned volatile with a consensus emerging that we are at a structural change in the interest rate regime driven by loose monetary

The first six months of 2022 have been very difficult for the markets. The market indices hardly reflect the real damage across the asset classes.

Consumer Sector – What is fair value? In our last post titled, “Profit and Market Cap – The inseparable twins”, we discussed how profits earned

Profit and Market Cap – The Inseparable Twins Behind all the smoke and noise on the market’s surface, it’s important to remember that companies – small,

Short-term getting volatile, keep the focus on long-term. Indian markets are up 5% YTD, underperforming the region and the developed markets but holding up relatively