Trump tariff is now real. It's widely expected that the tariff could start global trade wars and push US and many countries in the world into recession. Recession is a phase where the economy declines often marked by falling GDP, reduced economic activity and lesser consumer spending. Here are top
With higher-than-expected tariffs India’s GDP outlook is at risk. The damage could be to the tune of 30-50 bps. This could well mean our FY 26 GDP growth just a tad above 6%. As such private capex was slow and with increasing uncertainty it's contribution to growth can continue
India’s consumer price index (CPI)-based inflation eased to 3.61% in February, down from 4.26% in January, according to data from the Ministry of Statistics and Program Implementation. Food and beverage inflation also moderated to 3.84% from 5.68% in January. For the first time in
India is boosting consumption in multiple ways. India continues to spend on capex as seen in the budget. RBI has recognized the issues and cut interest rates and improved liquidity While India aims to grow by 10.5% in FY 26, many companies will look at growing by 15%-16%
Way back in June 2022, There was no hope in sight for the markets. The long road looked dark and gloomy. Every investor was concerned. There was panic all around INR fell by 5% in 8 months. Crudeoil was up by 45% Nifty was down 18% Mid and smallcap indices
Indian markets went on a dream run post covid. Thanks to the unprecedented earnings growth between FY 21- 24. Then came the sudden break in the form of slowdown in earnings (4%). Indian market corrected due to earnings not growing as per expectations and fall in valuations (p/e) due
These are my 3 reasons. First some data on Nifty 50. It's down 12.3% from the peak It's down 6% from the July ’24 budget when capital gains tax was increased It's down 0.9% since this government was formed for the 3rd time. By the was Nifty has
In light of recent market fluctuations, we wanted to provide an update on the current landscape and revisit our investment strategy. As you may recall, we have maintained a cautious stance in the markets over the past few months and had allocated 90% of our investments to largecaps considering valuations
Q2 results Q2 results.pdf 444 KB download-circle
The market is tough right now, and it's easy to see why. Foreign investors have pulled out over ₹1.5 lakh crores due to global issues like China’s economic changes and rising U.S. interest rates. Recent company earnings, especially in the Auto, FMCG, and Capital Goods sectors, were
Karan Johar, Rahul Dravid, Amitabh Bachchan, Madhuri Dixit invested in Swiggy. What are you waiting for? Me: “Meaningful information to take a call.” Information 1: Swiggy IPO is a mix of fresh issue of equity shares totaling to ₹3,750 crore and an offer-for-sale of 18.52 crores equity shares