Market Outlook

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

July 12, 2023 marked the return of international spy, Ethan Hunt on another impossible mission. I am sure this beginning of my blog must have got you thinking about what

The “risk-on” momentum continued for equity markets globally in July and Indian markets too participated in this, logging in fresh all-time highs. The favorable macro back drop – moderating inflation, peaking

India is poised to become a “brighter spot” in the world economy and a key contributor to global growth in the coming year. While Global Leaders’ optimism about India is

June was another strong month for equity markets globally, as investor sentiments remained buoyant. Amidst a clear risk-on, almost all markets in the world did well. Indian equities too had

India’s long-term growth story intact: The growth story of the Indian economy has been remarkable over the years. The structural transition in the Indian economy has started taking off

Indian equity markets continued their positive momentum in May following a good April. Improving domestic macros, better than expected Q4FY23 earnings, US debt ceiling extension and strong FII inflows into

I happened to be in the United States for the second time post covid this month. My last visit was in September/October 2022 and was for a short period