2025: The Year in Review  The year gone by has been a tale of two distinct narratives. On one hand Artificial Intelligence (AI) boom and

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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

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

“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

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

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

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

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!

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