Market Outlook

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

It was again a very challenging month of March, with news flows pertaining to global banking stress and stability taking precedence over everything else. The first half of the month

Global markets started the month of February 2023 with continuation of optimism from the previous month. However, risk off set in as the markets started to re-price the peak Fed

NIFTY50, after hitting all-time highs during the early part of December, reacted as investors chose to book some year-end profits. NIFTY50 ended the month negative 3.5% while broader markets

The recent positive trend in Indian equity markets continued during the month of November. NIFTY50 ended the month up 4.1% at near all-time highs, while broader markets slightly underperformed

Indian equities ended the month of October with decent gains, along with the rebound witnessed in global equity markets. US Dow Jones Index gained a whopping 14% in October, while

We are going through a cycle of heightened global news flow, events and uncertainty. Financial conditions have tightened following aggressive monetary policy action across the world to combat surge in

The strength in markets continued in August with markets reporting a second consecutive month of positive returns. Volatility was high as global markets corrected sharply towards the end of the