The month of September was a surprisingly bullish month for the markets driven by easing action by the US Federal Reserve, Stable economic growth parameters and finally economic revival measures announced by the Chinese authorities which added to the positive sentiments. FII flows picked up significantly during the month of September and crossed the entire […]
Read MoreThe month of August was an extremely volatile month for the stock markets where the markets initially sold off due to the sharp yen appreciation and unwinding of the Yen carry trade and then immediately bounced back to end flat to positive for the month. The spike in volatility in the initial part of the […]
Read MoreAs 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 MoreThe 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 MoreThe 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 MoreThe 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 MoreThe 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 MoreThe 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 MoreThe 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 MoreM 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 […]
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