Dear Investor, In this edition of market outlook let us discuss the following: · Valuations, and it continues to be...

Dear Investor In this edition of market outlook, let us discuss the following: Q2 result season aggregates and expectations for...

Dear investor, In this edition, let us discuss the following: Macro Picture is seeing headwindsFPI turned sellers and supply of...

Dear investor In this edition, let us discuss the following: Start of Fed rate cut cycleInstitutional flows and supply of...

Dear investor In this edition let us look at the following: ·       Budget FY25 key takeaways ·       Q1 result season...

In this edition let us look at the following: • Budget FY25 key takeaways• Q1 result season• US elections and...

Dear investors In this edition, let us discuss the following It continues to be time for alpha (vs large caps)Midcaps...

Dear Investors In this edition let us discuss the following: ·       Market outlook after the election process has ended ·      ...

Dear investor In this edition, let us discuss FY24 ends on a good noteQuarter 4 result seasonReasons for market volatility,...

Dear Investor, In this edition let us discuss the following topics: Premiumization as an investment themeDiscussion on valuation: Whether it...

Dear Investors, As a process, let us track the various cuts of the Q3 numbers and follow it up with...

Dear investor In this edition let us discuss the following: Result season trends in numbers and market reaction. CY24 could...

Dear investor Wish you all a Very Happy New Year At this juncture, let us briefly look at what happened...

Dear investor In the last edition, we had discussed about various risks which were cropping up and examined tolerance limits...

Dear investor, In this edition let us focus on risks Risk 1: Oil prices flaring upRisk 2: higher US bond...

In this monthly outlook, let us discuss the following topics: Indian economy has strengthened in the last 15 years after...

Dear Investors In this monthly outlook, let us discuss the following topics: Policy direction: Growth focus continuesQ1 result season: A...

Dear Investor/Partner, In this month of Market Outlook, we shall be discussing the following topics: Early trends of the Q1...

Dear Investor In this monthly outlook we shall look at the following: • Macro situation is less favourable vs last...

Dear Investor In this monthly outlook we shall look at the following: Q4FY23 Results SeasonMacro situation is getting better though...

In this monthly outlook we shall look at the following: Our view on which investing style could take precedence in...

Dear Investor/Associate/Partner In this month’s market outlook we shall focus on Global market turmoil and volatility in India stock market...

Dear Investor In this edition, we shall be discussing about the Union budget, Q3 result season, valuations, key themes that...

Dear Investors, In this monthly update, we would focus on China re-opening, Indian macro strength, budget expectations in brief, investing...

Dear Investor While inflation does seem to have peaked out, central bankers are not letting their guard down. While increase...

INVEST NOW Dear Investor After a fall in September, Indian markets had a strong comeback in October. November has been...

INVEST NOW Dear Investor, In this edition of the monthly update, we focus on the debate on Indian valuations vs...