Market Outlook

The much-awaited results of the General elections of India were announced on June 4, 2024. In a surprise turn of events, the outcome of the elections has come as a

Global equity markets had a mixed performance in April 2024, amidst bouts of risk-off and risk-on. US markets ended the month sharply lower and so did many other global equity

Equity markets globally continued the positive momentum in March 2024, with most ending the month with strong gains. Taiwan (+7.0%), Germany (+4.6%) and UK (+4.2%) were the

Global markets continued the positive momentum in February 2024, with most ending the month with good gains. Shanghai (+8.1%), Japan (+7.9%) and Hong Kong (+6.6%) were the

January was a month where global equity markets witnessed significant volatility and contrasting performance. Japan (+8%), Malaysia (+4%) and Russia (4%) were the major gainers, while Hong Kong (-9%), Shanghai

December was a strong month for equity markets globally in what is usually termed as a “Santa Claus” rally. Indian markets emerged as the best-performing market with benchmark Nifty gaining

November was a strong month for equity markets globally. After having hit a worrying high of 5%, the US 10-year yield came off sharply, leading to a risk on. US

The month of October turned out to be a challenging month for global equity markets. The Israel-Hamas conflict, rising US bond yields, and concerns about slowdown in consumer demand; all

In our pervious newsletter we had mentioned that after a stellar move in April 2023, a breather in the Indian markets  was very much needed. Though Indian markets have been

After a stupendous run since April 23, markets globally took a breather in August. Almost all major global indices were down for the month, with the Chinese markets correcting the