"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...

"The last few months are more for campaigning/sloganeering rather than actual spending. To that extent, I feel that we may see a tempering ...

"We are already in the midst of a good investment cycle unfolding in India supported by a strong post-Covid demand resurgence that has take...

“There might be some ups and downs until December 3, especially with the state election results coming in, but after that, I expect a pre-e...

ESG is an acronym for Environmental, Social, and Governance (ESG) that socially conscious investors use to select investments. ESG norms pr...

"In the 1st Term of our Prime Minister we saw the clean-up activities, In the 2nd Term we saw reforms and we believe the 3rd Term would be ...

"From a relatively short horizon of 1 year, markets have been resilient despite many vagaries involving two wars, the US banking crisis, an...

The Hindu accounting year began with an upgrade from global brokerage Goldman Sachs which said India is expected to see “the best structura...

"We are positive on interest rate-sensitive sectors from a 12-month perspective as interest rates seem to be peaking. NBFCs, banks, and rea...

All sectoral indices were in the red. Nifty IT declined 0.6%, and Nifty Financial Services fell 0.57%. Nifty Bank, Auto, FMCG, Media, Metal...

Among major sectoral indices, BSE Bankex, BSE Energy and BSE FMCG are three indices that have given positive returns in 9 out of 10 last Sa...

Among the 16 constituents of the Auto index, 14 of them have given double-digit returns of up to 57% since the last Diwali. Further, 12 of ...

India remains in a sweet spot going into the new Samvat 2080 with a strong balance sheet of corporate India and improving health of the dom...

"We expect banks, manufacturing, and capital goods segments to do well. Budget spending on defense and infra, interest rates peaking and co...

Multibagger returns among the midcaps were lower, compared with the smallcaps, with just 9 companies rising over 100% in the last one year ...

"I think one has to realise that ebbs and corrections will be part of every structural bull run and investor’s lifecycle. To make money in ...

During this period, benchmark indices hit lifetime highs in December 2022, then plunged to 52-week lows in March, and scaled back to record...