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…


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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


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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.


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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…


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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


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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


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The Market Podcast | IT & Pharma to do better but leisure travel big contra bet for 2021

Travel and tourism as a theme should pick momentum in the next couple of quarters.


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Pharma, IT, and auto-ancillary stocks may be early beneficiaries of PLI schemes

The recent quarterly results and management commentary reflects that the fear of escalated NPAs was a bit misplaced.


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World is looking at India for credible sourcing alternative to China

It is important for investors to remain patient and not lose faith in equities as an asset class and continue to have appropriate allocations as there is going to be…


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