Quarterly July 2025: Push to consumption – Structural or Cyclical?
Despite increased tariff led and geopolitical uncertainties, buy the dip, still looks to be the preferred trade for the markets. US markets recovered 25% from
Quarterly April 2025 – Uncertain times
These are unprecedented times; we are witnessing an event threatening to append a global trading system established over the last sixty years. US has taken
Navigating 2025 and beyond – Opportunities amid Uncertainty!
“The market determines how big the company can get, and the people determine how big the company will get.” Pat Grady The Indian stock market
Quarter Review – October 2024 – Opportunity, Execution and Capital allocation
Indian markets are up 18% YTD but a more subdued 7% during the quarter gone by. After many quarters, defensive sectors outperformed cyclicals in this
Quarter Review – July 2024 – India at midcycle?
Indian equity markets continued to deliver strong returns up 10% YTD in USD terms. Post elections, belief in continuity of the government policies of fiscal
Quarter review – April 2024 -Consolidation or correction?
The Indian equity market has equities has done extremely well in the last 12 months. The Nifty 50 TRI index and the Nifty 500 TRI
Outlook 2024 – Is the recovery already in price?
2023 has been one of those rare years where all asset classes including equity, debt, gold and real estate have delivered acceptable to exceptional returns!
Quarter review – September 2023 – How many will scale?
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
Quarter review – June 2023
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