THE YEAR THAT WAS AND MARKET OUTLOOK 2024

As they say markets surprise you all the time. After a volatile and moderate performance till October Indian Markets along with most of the other global markets took off at October end and the Nifty rallied by 14% over the last two months itself. Most global markets ex of China also performed strongly and many […]

Read More

IMPROVING OUTLOOK STOCK MARKET OUTLOOK JUNE 2023

The month of May saw the markets continue with the momentum of April and the rally became more broadbased. Annual results season tends to create volatility around results of specific companies which is something we cannot escape, however in many cases where the longer term outlook is good any bad result creates buying opportunities. During […]

Read More

QUARTER END STOCK MARKET OUTLOOK

The month of March was a volatile month for the markets with the initial part in the Indian Markets being dominated by the Adani issue and then the global banking crisis. Regulators and Governments were proactive addressing the issues and by the end of the month now no one is talking about those things. Indian […]

Read More

STOCK MARKET OUTLOOK AMIDST THE UNFOLDING USA BANK CRISIS

The month of March was progressing at a boring clip till the Silicon Valley Bank crisis hit us and we have seen deep sell of in markets as a result. While the US Government and other agencies have insured the depositors and also made statements that depositors will not lose any money in any bank […]

Read More

STOCK MARKET OUTLOOK AMIDST THE UNFOLDING USA BANK CRISIS

The month of March was progressing at a boring clip till the Silicon Valley Bank crisis hit us and we have seen deep sell of in markets as a result. While the US Government and other agencies have insured the depositors and also made statements that depositors will not lose any money in any bank […]

Read More

STOCK MARKET OUTLOOK AT A TIME WHEN THE DISCUSSION IS INFLATION & INTEREST RATES

The beginning of 2023 for the Indian Markets has been contrasting to what the rest of the world has done. While this was the same case last year it did not concern many as we were outperforming and as such the “Decoupling” story was working well. From the start of 2023 the tables have turned […]

Read More

THE YEAR THAT WAS & STOCK MARKET OUTLOOK 2023

The year 2022 turned out to be as per expectations with the benchmark indices rising by low single digits in India. This was a huge outperformance over the world indices where many markets declined 10-20%. However, the performance was not secular with wide divergences in sectoral performances with many favorite sectors and stocks falling by […]

Read More

STOCK MARKET UPDATE & OUTLOOK Dec 2022 The Run Continues

M THE RUN CONTINUES Indian Stock Markets continued to defy gravity and moved to all time highs during the month of November. As the markets did not correct when global markets corrected during the first few months of the year as globally things stabilized Indian Markets have continued to move higher. Volatility also came down […]

Read More

MARKET COMMENTARY AND OUTLOOK OCTOBER 2022

M AN AMAZING MONTH There is only one way to describe the resilience of the Indian Stock Markets. Its Extraordinary. While most other markets sold off in the earlier part of this year, actually till last month the Indian Markets held up very well. However as other markets saw a good rally in October we […]

Read More

MARKET OUTLOOK SEPTEMBER 2022

There is only one way to describe the resilience of the Indian Stock Markets. Its Extraordinary. After the strong rally of last month we saw a follow up with the Nifty again climbing by another 3.5% and Midcaps outperforming with a rally of 6.2%. This was despite little respite on the macro concerns plaguing the […]

Read More