Why Investors Should Focus Onlong-term Structural Stories Rather Than Recovery Plays
The interesting theme we invested in was IT ER&D services…
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…
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…
These 3 factors will help corporate earnings in coming years
We see multiple triggers to earnings growth as we move into…
Well run mid- and small-caps seeing strong growth
There is a strong undercurrent of growth among mid- and…
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,…
Scope for upgrade in financials; CRAMs can be multi-year growth story
Kashyap Javeri believes given the increase in spending on…
3 sectors that will drive momentum in next 2-3 years
We are getting into the virtuous cycle. It is just a matter…
Budget 2021 | What Experts Anticipate 2021 To Be For Indian Markets
Though 2020 was volatile, it certainly brought cheer for…
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;…
