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.

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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.

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

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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.

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

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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.

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The Corona crisis has paradoxically resulted in a confluence of favorable geopolitical and economic factors for India and can result in a sustained economic growth and a consequent sustained rise in Indian equity indices.

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India has been suffering from a spate of negative developments lately. It is important to find a few bright aspects too.That will help in giving rise to a more balanced and realistic assessment of the future.

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