Outlook 2026 – Where are we in the market cycle2025: The Year in ReviewThe year gone by has been a tale of two distinct narratives.

The past six weeks have reminded investors of a familiar but uncomfortable truth: geopolitics can reprice risk overnight. As the Iran conflict drags on, markets

Quarterly April 2025 – Uncertain timesThese are unprecedented times; we are witnessing an event threatening to append a global trading system established over the last

Quarterly Oct 2025: Rising volatilityProfits compound Macros do not compound – Peter LynchBoth gold and global equity markets have delivered strong performance YTD. Gold represents

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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

“The market determines how big the company can get, and the people determine how big the company will get.” Pat GradyThe Indian stock market delivered

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