Strong corporate earnings ahead, will invest in new-age internet cos at appropriate time

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


0 Comments6 Minutes

Why Investors Should Focus Onlong-term Structural Stories Rather Than Recovery Plays

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…


0 Comments4 Minutes

When market is at record highs be sure of not trading high-quality businesses for low-quality ones

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…


0 Comments12 Minutes

With the Indian economy in an up-cycle revival mode, Autos, BFSI, Capital Goods, Pharma, IT to do well over the next 18-30 months

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…


0 Comments8 Minutes

We are in the first round of bull run; Recently listed IPOs have good pedigree

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


0 Comments1 Minute

3 sectors that will drive momentum in next 2-3 years

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.


0 Comments9 Minutes

From brink to recovery: 7 positive signs indicative of uptick in markets, economy in 2021

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…


0 Comments6 Minutes

Covid vaccine, economic recovery, earnings to drive markets

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…


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Strategies for investors in current market situation

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


0 Comments4 Minutes

How to spot quality midcaps, smallcaps

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


0 Comments2 Minutes