May 18, 2021
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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March 19, 2021
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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January 6, 2021
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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December 30, 2020
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
December 22, 2020
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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December 14, 2020
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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December 14, 2020
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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December 4, 2020
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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December 4, 2020
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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November 20, 2020
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…
0 Comments7 Minutes