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  • Investors' Dilemma: Should you chase the overvalued tech and consumer stocks that keep going up? Feb 24, 2021 10:30 AM IST

    Investors' Dilemma: Should you chase the overvalued tech and consumer stocks that keep going up?

    Investors need to focus on real economy facing capital intensive business to ride the next wave of secular wealth creation

  • Budget 2021 – This time, the numbers do not lie Feb 02, 2021 10:35 AM IST

    Budget 2021 – This time, the numbers do not lie

    Despite the expressions of intent, the actual capital expenditure is far short of being called a game changer

  • Pharma: Ignore the noise as the core allocation is incremental Feb 01, 2021 07:32 PM IST

    Pharma: Ignore the noise as the core allocation is incremental

    Focus on creating health infrastructure in the Budget 2021 is clearly an incrementally structural move which should indirectly benefit all the domestic oriented companies

  • Why this is 'more than a dream Budget' Feb 01, 2021 07:04 PM IST

    Why this is 'more than a dream Budget'

    The markets now have many reasons to believe in the earnings growth story beyond FY22

  • Oil – How slippery will the path be in 2021? Jan 04, 2021 02:41 PM IST

    Oil – How slippery will the path be in 2021?

    Several factors could play a push and pull for crude prices in 2021 and must be watched for

  • Will 2021 see a return of the bears, or will the bulls still have the last laugh? Dec 30, 2020 10:48 AM IST

    Will 2021 see a return of the bears, or will the bulls still have the last laugh?

    We expect 2021 also to be a year of moderate positive return on the Index level and smart money should have a bottom-up approach of chasing businesses that can offer alpha

  • India investing themes for 2021 Part 3: Renewables and commodities Dec 23, 2020 11:04 AM IST

    India investing themes for 2021 Part 3: Renewables and commodities

    Once the inflation cycle sets in, the cost of power production through fossil fuels will rise with every passing year, with the energy switchover to renewables becoming a viable and attractive option.

  • Why these lesser-known banking names may be back on investors’ radar Dec 17, 2020 09:27 AM IST

    Why these lesser-known banking names may be back on investors’ radar

    Many of the names so far have been shunned by investors, justifiably, on concerns about business growth and asset quality, but they may seem attractive seen with a new lens

  • Why is it important to understand the economics of farmers’ protests? Dec 16, 2020 10:41 AM IST

    Why is it important to understand the economics of farmers’ protests?

    The government appears to be ready to bring in needed amendments, and we feel with appropriate amendments these loopholes can be addressed

  • A shot in the arm for Ujjivan, Equitas Small Finance Bank holdcos Nov 23, 2020 11:39 AM IST

    A shot in the arm for Ujjivan, Equitas Small Finance Bank holdcos

    Holding company discounts may narrow to 20 percent

  • What does DBS-LVB merger mean for Indian banking sector? Nov 18, 2020 08:39 AM IST

    What does DBS-LVB merger mean for Indian banking sector?

    So while this is a great news for LVB depositors and also for the regulator to find a foreign buyer with deep pocket, it doesn’t alter the competitive landscape of Indian banking sector.

  • US elections: Political uncertainty puts onus on Federal Reserve to be on standby Nov 06, 2020 12:45 PM IST

    US elections: Political uncertainty puts onus on Federal Reserve to be on standby

    At this critical point, the Federal Reserve has a crucial role to play to meet liquidity needs

  • Is the post COVID recovery a blip? Nov 03, 2020 09:13 AM IST

    Is the post COVID recovery a blip?

    Disaggregate data points are directionally pointing at a much firmer recovery than anticipated

  • 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.

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