Over the next 2 to 3 weeks, tensions are expected to remain high and our base case is that the current phase of intense military activity will be short-lived, without a possibility of significant military actions. We don’t see much incentive to prolong the conflict. India is expected to
May has kicked off with strong momentum, and the macro indicators are reinforcing a positive outlook across asset classes. Record GST Collection: ₹2.37 lakh crore – the highest ever. Currency Strength: USD/INR touched 83.77, gaining 4.5% from its bottom. Equity Rally: Nifty reached a 5-month high, up
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Here's are the key factors contributing to this upward trend 1. Attractive valuation Most of the banks in the banking sector were trading at an attractive valuation for a long period of time. This made the sector attract maximum flows leading to sharp up move. 2. Robust Earnings and Financial
4 recent developments 4 recent developments.pdf 188 KB download-circle
We live in an unknown territory today and hence it's time we analyze a little more than usual before investing. Global uncertainty is at a high. We do not know what the world leaders will do in this era of tariffs. It's better therefore to look more inside than outside.
Quarterly Investment Newsletter 31 March 25 Quarterly Investment Newsletter - 31 March 25.pdf 597 KB download-circle
Is investing in debt better than equity? Tariffs made RBI governor Sanjay Malhotra do the following - Cut GDP forecast from 6.7% to 6.5% - Stance changed to “accommodative” – meaning will do anything for growth - Soft signalling more rate cuts coming this year So with inflation expected
Should I buy equity now? Things that are clear. Tariffs are a reality. The global trade is in for a change. But no one knows when will it be implemented. The question though is who is going to bear the additional cost? Buyer or Seller or split the cost among
FOREIGN INSTITUTIONAL INVESTOR Let’s say you’re an institutional investor based in the US. You've got capital to deploy — but in today’s world, where do you put your money? Here’s what you might be thinking: The US economy could slow down. And thanks to the ripple effect,
India imports over 85% of its energy requirements. Hence crude oil is crucial for us. India’s crude oil import bill typically ranges between 2% to 4% of GDP, depending on global prices. For example: In FY2023-24, oil imports were around $132 billion, which was ~3.7% of GDP. In