Dear investor In the last edition, we had discussed about various risks which were cropping up and examined tolerance limits...Read more
Dear investor, In this edition let us focus on risks Risk 1: Oil prices flaring upRisk 2: higher US bond...Read more
In this monthly outlook, let us discuss the following topics: Indian economy has strengthened in the last 15 years after...Read more
Dear Investors In this monthly outlook, let us discuss the following topics: Policy direction: Growth focus continuesQ1 result season: A...Read more
Dear Investor/Partner, In this month of Market Outlook, we shall be discussing the following topics: Early trends of the Q1...Read more
Dear Investor In this monthly outlook we shall look at the following: • Macro situation is less favourable vs last...Read more
Dear Investor In this monthly outlook we shall look at the following: Q4FY23 Results SeasonMacro situation is getting better though...Read more
In this monthly outlook we shall look at the following: Our view on which investing style could take precedence in...Read more
Dear Investor/Associate/Partner In this month’s market outlook we shall focus on Global market turmoil and volatility in India stock market...Read more
Dear Investor In this edition, we shall be discussing about the Union budget, Q3 result season, valuations, key themes that...Read more
Dear Investors, In this monthly update, we would focus on China re-opening, Indian macro strength, budget expectations in brief, investing...Read more
Dear Investor While inflation does seem to have peaked out, central bankers are not letting their guard down. While increase...Read more
INVEST NOW Dear Investor After a fall in September, Indian markets had a strong comeback in October. November has been...Read more
INVEST NOW Dear Investor, In this edition of the monthly update, we focus on the debate on Indian valuations vs...Read more
Executive Director- Business & Investment Strategy. He has done PGDM, Finance and Management from Xavier Institute of Management and Bachelor of Engineering (B.E.) in Electronic from NIT. He has long distinguished experience in Asset Management Business, Investment Banking, Advisory Services and Sell Side Research. Prior to joining Motilal Oswal Asset Management Company Limited, he was associated with ASK Investment Managers Private Limited as Business Head and Chief Investment Officer wherein he has provided leadership to various departments. In his earlier role, he worked as Head of Equity with BNP Paribas Mutual Fund & BOI AXA Mutual Fund and Head of Research in SBI Capital Market. He has also been part of the core team that built start-ups fund houses on the Buy-side. His key strengths are equity money management, team building, and conceptualising and establishing scalable processes that enable performance delivery with lean teams.
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