We believe there is a high probability Nifty Earnings over next 24 months (FY22 & FY23) will grow above 25% CAGR.

The interesting theme we invested in was IT ER&D services (IT embedded services) as the trend of ever increasing application of electronics & digitisation in automobiles led to a…

In an up-trending & broad-based market like the current one, it does make sense to remain nearly fully invested, but in such markets some stock prices tend to rise much ahead of…

During the last year of April and May, the unemployment figures had crossed 15-18 percent across all work age groups, however, this time around, the data is far better and is…

The Nifty50 has rallied by about 70 percent so far in FY21, but there is plenty of action still left as we are in the first round of bull market

We are getting into the virtuous cycle. It is just a matter of two or three quarters and the confidence level will come back and the animal spirits will come back.

The market rally has been much more broad-based in CY20; the BSE Small-Cap index gained nearly 30 per cent; the Mid Cap Index is up 20 per cent vis-a-vis the losses it incurred in…

Exactly a year after the Covid-19 infection began its ambush, the world is witnessing a mass-vaccination drive against the pandemic. And therefore, if pessimism was associated…

The pandemic has played the role of a catalyst by bringing cost efficiencies and balance sheet discipline across sectors/companies

The pandemic has played the role of a catalyst by bringing cost efficiencies and balance sheet discipline across sectors/companies