This framework was first circulated to FundsIndia clients on 01-Mar-24, as we exited from our Small Cap Tactical call Are Small caps in a bubble? Here is our 6 lens…Continue Reading
In the last few months, Indian equity markets have recovered (up around 14%) and have reached new all-time high levels. When markets reach all-time highs, it’s normal to feel uneasy…Continue Reading
In the last few weeks, Indian equity markets have recovered (up around 7-8%) and are close to their previous all-time high levels. When markets reach all-time highs, it’s normal to…Continue Reading
Several problems… High Inflation across the world… Central Banks increasing interest rates and tightening liquidity… Russia-Ukraine Crisis… High Crude Oil Prices… China Lockdowns and Supply Chain Constraints… High FII outflows…Continue Reading
What happened? Why has the market declined? Here are some of the factors that have impacted the Indian markets recently Concerns on Covid Virus Omicron Variant Rising Inflation in US…Continue Reading