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  • Monsoons – At least something was good in 2020 Oct 14, 2020 09:40 AM IST

    Monsoons – At least something was good in 2020

    Healthy monsoon indicates a strong harvest this kharif season. Good soil moisture and water reservoir levels indicate a strong Rabi produce. That's positive for agri focussed companies

  • Gas price revision – Who gains, who loses? Oct 07, 2020 10:16 AM IST

    Gas price revision – Who gains, who loses?

    Downward revision in gas prices negative for upstream gas players, but positive for downstream gas marketing companies, fertilisers, tiles and power sectors

  • Farm deregulation reforms – How they stand to bring about a systemic change Oct 06, 2020 12:31 PM IST

    Farm deregulation reforms – How they stand to bring about a systemic change

    The implementation of agri reforms calls for the development of a parallel country-wide infrastructure for the sale and purchase of crops

  • Agri bill 2020 – The reforms and its implications for Corporate India Sep 21, 2020 10:14 AM IST

    Agri bill 2020 – The reforms and its implications for Corporate India

    While we wait for the actual implementation of the farm bills, our preliminary analysis of the reforms suggests a positive impact on farming and Corporate India

  • Fed: Low for longer extends through 2023 Sep 17, 2020 09:14 AM IST

    Fed: Low for longer extends through 2023

    Markets react to delta/change in events, numbers and narrative. Prospects of additional fiscal stimulus, geopolitical risks and uncertainty with respect to US elections will get more and more investor attention

  • New Fed monetary policy framework to allow lower rates for longer Aug 28, 2020 08:34 AM IST

    New Fed monetary policy framework to allow lower rates for longer

    The new monetary policy framework – “robust updating” - puts focus on broader and inclusive employment and is more tolerant of higher inflation before any hikes in interest rates are considered

  • A guide to navigate a frothy market: what to avoid, where to book gains and what to buy Aug 21, 2020 09:38 AM IST

    A guide to navigate a frothy market: what to avoid, where to book gains and what to buy

    While there are pockets of the markets that stand to gain in the post pandemic world, many of these stocks will have factored in earnings of many years to justify their current valuation

  • Apr-Jun earnings reports: The winners and losers of the ‘new normal’ Aug 03, 2020 11:32 AM IST

    Apr-Jun earnings reports: The winners and losers of the ‘new normal’

    Do keep an eye on our steady earnings analysis as it is important to know who will survive in style and who will not

  • Fed: There are things like the Virus which money can’t buy, for everything else it’s the US FED Jul 30, 2020 08:35 AM IST

    Fed: There are things like the Virus which money can’t buy, for everything else it’s the US FED

    This however doesn’t take away the risks. The virus is the central risk. It can jeopardise and delay the economic recovery, leading to more financial instability

  • Pharma: Trump’s executive orders may possibly provide better market access opportunities Jul 27, 2020 11:43 AM IST

    Pharma: Trump’s executive orders may possibly provide better market access opportunities

    Indian drugmakers such as Cipla, Cadila, Lupin, Dr Reddy’s, Sun Pharma and a few small-sized pharma companies such as Laurus Labs may benefit from a likely revamp of US medicare

  • Monsoon sows seeds of hope for agri companies Jul 15, 2020 09:50 AM IST

    Monsoon sows seeds of hope for agri companies

    Timely monsoon, strong growth in sowing acreages and healthy reservoir level augur well for agriculture and Rural India

  • How to position your portfolio for the coming US elections Jul 14, 2020 09:25 AM IST

    How to position your portfolio for the coming US elections

    A potential change of US regime in favour of the Democrats can have a salubrious impact on the “equity risk premium” - as a more collaborative world would reduce risk.

  • The widening macro-market gap – Should this froth worry investors? Jul 02, 2020 10:56 AM IST

    The widening macro-market gap – Should this froth worry investors?

    Will the market re-test the March lows? We do not think so. Investors should take advantage of the exuberance to get out of weaker businesses and wait for valuation to turn attractive in stronger ones

  • Investment strategy: A playbook for a bubbly stock market Jun 22, 2020 10:05 AM IST

    Investment strategy: A playbook for a bubbly stock market

    From a market standpoint, loose fiscal and monetary conditions are the perfect ingredients of a raging bull market in equities

  • Which banks matter to the financial system? Jun 16, 2020 09:54 AM IST

    Which banks matter to the financial system?

    Big five is what matters most to the financial system

  • Why are we paying so much for petrol and diesel when global prices have not risen so much? Jun 15, 2020 02:08 PM IST

    Why are we paying so much for petrol and diesel when global prices have not risen so much?

  • What does the Fed’s stance imply for stock markets brimming with liquidity? Jun 11, 2020 10:56 AM IST

    What does the Fed’s stance imply for stock markets brimming with liquidity?

    Fed’s dot plot clearly conveys a strong consensus for “lower for longer” rates. On top of that, the Fed ascertains that policy tools/stimulus measures would be used “forcefully, proactively and aggressively” as the need arise to support economy.

  • How history taught us to correctly predict the COVID-19 pandemic market bottom Jun 11, 2020 08:33 AM IST

    How history taught us to correctly predict the COVID-19 pandemic market bottom

    The parity between bond and earnings yield is achieved at the Nifty level of 9133 – downside of 10 percent. This is the maximum downside that we see for the markets and investors should steer their investment decisions accordingly.

  • How dependent is India on China? Here is what trade data reveals Jun 02, 2020 10:31 AM IST

    How dependent is India on China? Here is what trade data reveals

    Import dependency on China for a range of raw materials (APIs, basic chemicals, agro-intermediates) and critical components (Auto, Durables, Capital goods) is skewed.

  • Which companies could gain as global supply chains shift from China – Part 3 May 29, 2020 08:20 AM IST

    Which companies could gain as global supply chains shift from China – Part 3

  • Which companies could gain as global supply chains shift from China – Part 2 May 28, 2020 08:25 AM IST

    Which companies could gain as global supply chains shift from China – Part 2

  • Despite RBI and govt intervention, the light is flashing red. What should investors do? May 22, 2020 02:37 PM IST

    Despite RBI and govt intervention, the light is flashing red. What should investors do?

    The big will get bigger as marginal competition finds it difficult to survive

  • Can liquidity fix the broken correlation between economy and stock markets? May 22, 2020 09:05 AM IST

    Can liquidity fix the broken correlation between economy and stock markets?

  • The reset of globalisation: How big is it an opportunity for India Inc? (Part 1) May 19, 2020 09:27 AM IST

    The reset of globalisation: How big is it an opportunity for India Inc? (Part 1)

    On the export front, the opportunity for Indian manufacturers are humongous if there is a sizeable shift in opportunities from China to India.

  • The stimulus has come and gone – What’s in it for the markets and investors? May 18, 2020 09:04 AM IST

    The stimulus has come and gone – What’s in it for the markets and investors?

    Investors with less appetite for risk should stick to the Nifty

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