Hindenburg report on Adani Group can continue to cause negative sentiment in the short term but eventually, good Indian economic fundamentals will reassert.

Facebook

Twitter

2023 can be similar to 2022 with India continuing to be the fastest-growing major economy amongst tough global conditions

Facebook

Twitter

Indian economic fundamentals are good and earnings momentum is strong. However, global macro conditions are uncertain. We expect India to do well, especially in the medium term.

Facebook

Twitter

The probability of Russia Ukraine war resolution is higher in the 2nd half of 2022 as economic costs mount and that will be good for the financial markets.

Facebook

Twitter

This time around, if the correlation amongst various global markets decreases, it might favour the Indian market.

Facebook

Twitter

Global geopolitical factors, similar to last month, remain negative with no resolution of the Russia Ukraine war. Oil prices continue to trade at a high price with Brent crude trading at around 114 $ per barrel. The Indian rupee has declined to around Rs 77.5/USD.

Facebook

Twitter

The month of November 2021 ended with Nifty 50 Index closing below the important level… Read More »

Facebook

Twitter

My bullish view on Indian equities remains intact after 2 important events of this week – The Budget & MPC meeting. While long term money should continue to be in appropriate equity schemes, short term money should be invested in low duration debt funds.

Facebook

Twitter