Market Outlook

Market Update – May 2024

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

Market Update – April 2024

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

Market Update – March 2024

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

Market Update – February 2024

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

Market Update – January 2024

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

Market Update – December 2023

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

Market Update – November 2023

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

Market Update – October 2023

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

Market Update – September 2023

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

The Singing Sun 2 - Random thoughts by Sunil Singhania

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