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...Read More
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 fir...Read More
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 la...Read More
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% a...Read More
The month of June was the third consecutive down month for the markets. The Nifty declined by and the Midcap Indices underperformed with a decline of . The familiar concerns continued with infla...Read More
The last one month has been one of even greater volatility for the markets. While I was cautious on the markets due to factors like high inflation, spike in bond yields and persistently rising crude o...Read More
Since the beginning of the year markets have been very volatile all over the world driven primarily by high inflation, spike in bond yields, persistently rising crude oil prices as well as geopolitica...Read More
A The year 2021 in many ways turned out to be different that what was expected during the beginning of the year where at the same time last year when Vaccines were being rolled out I had thought that ...Read More
The current week was another extraordinary one for the Indian Markets with the markets rallying further largely driven by retail investor flows. Globally markets were mixed with most markets showing s...Read More
The last 25 years have been all about the rise of China. Although political freedom never came, the country prospered initially via export led growth combined with huge fixed asset investments and the...Read More