S As we come to the end of 2020 all we can say is that this was an extraordinary year. A lot will be said and written about what happened in the year 2020 however I will not dwell on that and instead ...Read More
The current week was no different from the many previous weeks where the markets rallied by another 2% driven by significant Foreign Portfolio Flows. The Indian markets outperformed most of the other ...Read More
The current week was no different from the last several weeks as far as the Indian Markets go. The markets continued to rocket up driven by an unprecedented flow of Foreign Portfolio Flows which have ...Read More
As I sit to write today we are in the midst of a massive, which can only be said to be a “Meltup” in contrast to the “Meltdown” observed in March 2020 in most asset classes be it equities, com...Read More
The month of October was a choppy one for the markets where initially we saw the frenzied move continue before markets gave up some gains by the end of the month. Overall markets still ended up by 3.6...Read More
As the Covid 19 crisis blew out in India in March this year there was significant economic disruption due to the closure of the economic domestically as well as various restrictions that came up on cr...Read More
The last week was the start of the results season and we saw a few large companies report earnings. Stock Markets continued to rally, albeit at a slower pace with the Nifty rallying by around 1.5% wit...Read More
There is a great deal of excitement these days around the post Lockdown rebound which was imminent as consumption, investment etc almost everything was completely shutdown for nearly 75 days. There wo...Read More
After the brutal selloff in March we saw the markets staging a strong pullback in April to finally give up a large part of the gains in May. The Indian Market behaviour is not in line with a majority ...Read More
As we entered into the Lockdown with an Economy that had been growing below par for several years there was initially a view that we could possibly emerge out of this stronger and India as an Economy ...Read More