Markets have indeed been very volatile in the past couple of months. Firstly, corporate earnings performance has come below expectations fo...

Dr. Poonam Tandon provides insights on market volatility, SEBI's valuation concerns, election-driven spending, and the semiconductor indust...

"We believe the long-term capex story remains intact as we are seeing a massive shift in the capex cycle benefiting from the China plus str...

"SIP flows continue to be strong despite global headwinds as the domestic economy is showing resilience. We are also seeing more NFOs being...

"The Indian equity markets have seen a significant rally, driven by favorable macro and micro factors, continuous inflows by FIIs, and stro...

"Post covid, many mid-small cap companies have reported improvement in their operating performance coupled with leaner balance sheets. This...

The ongoing rate tightening has begun to impact the financial systems in developed markets, leading to the collapse of some regional banks ...

Despite external factors with respect to inflation and global slowdown remain challenging for India, we are positive on the domestic econom...

"We see market performance to be more stock specific and companies exposed to the domestic economy with healthy cash generation and leaner ...