BUSINESS
Why equity outlook remains constructive while fixed-income returns may moderate
Structural themes, localisation, and sectors like IT, Pharma, and Chemicals may offer attractive opportunities during market corrections.
BUSINESS
Seize opportunities in insulated, export-driven sectors amid current market shifts
Accumulate quality large-cap and mid-cap stocks over the next 3–4 months and stay patient for potential rewards over the coming years.
BUSINESS
Indian equities may see time correction rather than a price moderation
Despite near-term challenges, India’s long-term economic drivers remain robust. Its demographic dividend, urbanisation, infrastructure investments, and supply chain diversification would underpin sustainable growth. Investors should focus on systematic investments, leveraging dips in the market.
BUSINESS
Navigating the mid-cap maze: Can investors bite the short-term bullet?
In the current market environment, investors must carefully evaluate their risk tolerance and ability, particularly in light of the elevated valuations observed in certain segments of the equity market.
BUSINESS
Daily Voice | Public capex, infra, rural spending to dominate Budget 2023, says this CIO
Investors will have to build a case for another year of modest returns and take advantage of days with high volatility to build a long-term portfolio.
BUSINESS
Daily Voice | US dollar seems to be at peak now, but any deep correction in greenback unlikely till 2023, says Kunal Valia of Waterfield Advisors
Kunal Valia of Waterfield Advisors expects central banks to remain on a hiking path, with policy rates expected to rise to a higher level than anticipated last quarter.
