Indian markets are up 18% YTD but a more subdued 7% during the quarter gone by. After many quarters, defensive sectors outperformed cyclicals in this

Indian equity markets continued to deliver strong returns up 10% YTD in USD terms. Post elections, belief in continuity of the government policies of fiscal

The Indian equity market has equities has done extremely well in the last 12 months. The Nifty 50 TRI index and the Nifty 500 TRI

2023 has been one of those rare years where all asset classes including equity, debt, gold and real estate have delivered acceptable to exceptional returns!

There are three things that stand out with respect to the recent performance of the Indian markets. The broader index has performed in line with

Global volatility is likely to continue. At the beginning of the year rising interest rates and the coming recession were the biggest worry weighing down

In our last quarterly, we shared our thoughts on the equity market performance for 2022 and our assessment of the equity markets for the future.

The beginning of a new year is a good time to look back as to what transpired during the year gone by and re-look at

Global markets have turned volatile with a consensus emerging that we are at a structural change in the interest rate regime driven by loose monetary